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Weekly Market Pulse: On Second Thought…
In individuals, insanity is rare; but in groups, parties, nations, and epochs, it is the rule. Friedrich Nietzsche The new year got off to quite a bang last week. It was almost as if someone flipped...
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For The Fed, None Of These Details Will Matter
Most people have the impression that these various payroll and employment reports just go into the raw data and count up the number of payrolls and how many Americans are employed. Perhaps the BLS...
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Far From Stellar, Employment Likely Went Negative In April
It appears as if most reactions to today’s April 2022 payroll were quite positive, maybe enthusiastic when they should not have been. Though the Establishment Survey – the CES headline number most...
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Weekly Market Pulse: A Most Unusual Economy
The employment report released last Friday was better than expected but the response by bulls and bears alike was exactly as expected. Both found things in the report to support their preconceived...
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Weekly Market Pulse: A Tale of Two Economies
How odd is this economy? Two economic reports from last week, attempting to measure essentially the same thing, reported results that were so different they could be about two different countries. At...
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Weekly Market Pulse: Happy Days Are Here Again!
Your cares and troubles are gone There’ll be no more from now on! Happy days are here again! The skies above are clear again Let us sing a song of cheer again Happy days are here again! Lyrics: Jack...
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Weekly Market Pulse: Fear Itself
Be fearful when others are greedy and greedy when others are fearful. -Warren Buffett Buy when there’s blood in the streets, even if the blood is your own. -Nathan Rothschild Rothschild is said to...
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Weekly Market Pulse: Good News Is Good News
The employment report on Friday seemed like a good one. The unemployment rate was unchanged as the economy added 336,000 jobs in September. The gains were widespread with additions in manufacturing,...
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Weekly Market Pulse: Whiplash
What a difference a day makes! After a two-week correction of nearly 5%, the S&P 500 spent the first part of last week rallying in anticipation of a friendly Fed meeting. That Fed meeting Wednesday...
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Weekly Market Pulse: The Impact of AI
There has been a lot of talk over the last few months about the US economy slowing but there is scant evidence of it in the economic data. The latest lack of evidence came last Friday with the release...
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