It actually took a lot longer than we may have thought to fully recover from the Great Recession. Rates of non-performing loans are finally back to before this all started. One of the meaningful ways that we measure the state of our economy is to look at the percentage of loans that are not performing, […]

Can we look at the rate that people are refinancing their mortgages and conclude this will or even could cause a housing market crash? Some people do, although it makes no sense. The 2007 housing market crash still haunts many people it seems. This did indeed spawn an economic event of catastrophic proportions, so it’s […]

People ask what technical analysis has to say with the current stock market conditions. It doesn’t decide things ahead of time, and the most it can honestly tell us is so far so good. We could say that we are at a turning point with today’s stock markets. Which direction we are heading from here […]

To the untrained eye, seeing both our actual and projected GDP growth rates decline may seem pretty bearish. These numbers may actually be in the sweet spot though. It’s no secret that we have seen an economic slowdown of late, at least if we look at this picture from a short-term perspective, such as month […]

Tesla has been in the car business for 15 years, now, and has lost money in all 15 years. Investors are starting to ask themselves when this will all end, but it’s probably not now. It might seem odd that Tesla has three of its models designated by a letter, the S, X, and now […]

How much should investors care about the fact that so many CEOs are preparing their companies for a recession? This really should not be that important to long-term investors. One of the big things that market observers pay quite a bit of attention to is the comments that corporate leaders share with the public. This, […]

The dot.com bubble bursting in 2000 is legendary, where investors in their exuberance drove up prices to the sky, then the sky fell. Comparisons are now being made to today. Richard Bernstein wasn’t just around to experience what is known as the dot.com bubble bursting in 2000, he actually called it. This actually did not […]

What do you do when you see an analyst disagreeing with the market? Even if the analyst is right, if the market is not on board yet with this, you need to wait until it is. Some stocks are very easy to like, others may require a more optimistic view, and some are just plain […]

Company calls with analysts involve more than just comparing notes with them with earnings. It’s not hard to see what the market thinks about these calls, just watch the price. Many investors and analysts pay a lot of attention to a company’s quarterly results, although the opportunity for a company to share its outlook for […]

A third of Americans of working age are not actively seeking employment, and it may seem that if we increase participation, we will grow the economy. It’s not that simple though. The participation rate in the workforce is one of the metrics that is looked at when we comb through the results of nonfarm payroll […]