Tag Archives: manufacturing

The Muted Delight of the Forthcoming Recession

One week down.  Fifty-one more to go.  No doubt, this has been a wild start to the New Year.  We expect many more to follow. For example, on Monday, Chinese investors overloaded the Shanghai Stock Exchange.  An abundance of traders … Continue reading

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Skeletons in the Closet

Just when the mainstream press thought they had a solid theme to report, something unexpected happened.  No one quite knows what’s going on for sure.  But the economy’s popular storyline appears to be drifting off plot. The general consensus since … Continue reading

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The Best Time to Squirrel Away Some Nuts

“Sell in May and go away,” goes the old Wall Street adage.  The general rule is to sell stocks on May 1, hold cash through the summer and into the fall, and then re-enter the stock market on Halloween Day.  … Continue reading

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Death of the Consumer and Other Miracles

Something peculiar is going on.  One data point says the economy’s improving.  Another says it’s floundering. Nonetheless, we strive to connect the dots and draw inferences as we go.  For example, according to data released Tuesday, manufacturing and construction spending … Continue reading

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