Nike – Counterpoint to the Evil Corporation

by Laura Ehrenberg-Chesler on July 30, 2015

in lifestyle,Tribute

Over the years movies, books, and news stories like to paint big corporations as evil empires out to harm the little guy, and sometimes the world.  While we don’t ascribe bad motives or actions to most large companies, it sure is nice to see that companies like Nike, and many others, are demonstrating their ability to do good, one individual at a time.

Nike is awesome.

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Watch the Slope of the Yield Curve

by Marilou Long on July 28, 2015 in Economic Indicators

We have always used the slope of the yield curve as an indicator for economic activity, so it was interesting to see Richard Bernstein talk about it in this video today.

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Texas is Still Adding Jobs

by Marilou Long on July 21, 2015 in Economic Indicators

The Wall Street Journal has an interesting opinion piece today about how the Texas economy is holding up during this current downturn in the energy industry.  From the linked article: Last week’s “beige book” release from the Federal Reserve Bank of Dallas shows that despite the struggling oil and gas industry, the Texas economy is […]

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Interesting Commentary from Andy Brenner Today

by Laura Ehrenberg-Chesler on July 10, 2015 in Energy

I thought this morning’s commentary from Andy Brenner at National Alliance was worth posting for his comment on the near term move in rates, and why oil may catch a bid. “With the Greece conclusion in sight and the Chinese market rebounding,  the Treasuries and Bund markets are taking it on the chin….If you bought ten […]

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Q1 GDP Revised Upwards

by Marilou Long on June 24, 2015 in Economic Indicators

The previous estimate for Q1 GDP was -0.7%, but stronger consumer spending led to a revision upwards to -0.2%.  From the linked WSJ article: The revision showed consumer spending was stronger than previously estimated and that firms stocked up more on inventory. Still, the data continues a familiar pattern in the current expansion, in which […]

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Will the rise in Rates Roil the Stock Market

by Laura Ehrenberg-Chesler on June 5, 2015 in Bonds

The U.S. got a good jobs number this morning.  We added 280,000 new jobs in May.  The expectation was for 225,000.  This news caused Treasury prices to drop, and yields to rise, with the 10-year now trading at 2.409%.  At our firm, we have been debating over the past few weeks and months, whether this rise in rates […]

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Q1 GDP Revised to -0.7

by Marilou Long on June 2, 2015 in Economic Indicators

  As we mentioned in our Q1 quarterly letter, the strong U.S. dollar continues to impact exports and corporate earnings.  In addition, it appears that China is continuing to produce cheap goods even though demand has slowed.  This has produced a glut of goods for sale and put downward pressure on prices.  From the linked […]

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Fed Rate Hike Not Likely in June

by Laura Ehrenberg-Chesler on May 21, 2015 in Fed policy

We try not to post/re-publish articles from the “Wall Street Journal”, but I thought this was a good synopsis of the thinking of the Federal Reserve on the topic of whether or not there will be a rate hike in June; just in case our readers missed it. Just follow the link.

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Japan is Doing Better

by Marilou Long on May 20, 2015 in Economic Indicators

  Japan’s GDP grew at the fastest pace in over a year during the first quarter.  From the linked Reuter’s article: The world’s third-largest economy expanded at an annualized rate of 2.4 percent in the first three months of this year, beating a median market forecast for a 1.5 percent increase and a revised 1.1 […]

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Twenty Big Stories – courtesy of BusinessInsider

by Marilou Long on May 13, 2015 in equity market

BusinessInsider has a thought-provoking post this morning titled The Global 20: Twenty big stories that define the world right now.  Here is an abbreviated listing of some of the stories: 1. China is asserting its power 3. Genetics is becoming a mature field 4. Nigeria is a demographic power house 8. Market liquidity is drying […]

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