Bespoke Investment Group has been publishing some nice research charts on the correlation between the US stock market today and past cycles. Last week I went into detail about the Presidential Cycle and what it might mean for investors this year. (see The Presidential Cycle – How To Take Advantage In Your Portfolio) The US stock market has traded ...
Image via: League of Women Voters of California Historically, election years have been positive for the US stock market due to the Presidential Cycle. This year may be no different. Investors are looking to this election cycle and its correlation with the stock market, hoping that the cycle will once again give investors something to ...
link to video: http://live.wsj.com/video/fed-sees-action-if-growth-doesnt-pick-up-soon/8F1B389E-1E1C-4AA8-8D2E-54BC8544A934.html
Couple of articles from this weekend that I found particularly interesting: Morgan Stanley Gets Some Tough Advice From Whitney, Mayo (WSJ) The Vince McMahon School of Productivity (BusinessWeek) Extraordinary Strains (John Hussman) China's Demographic Perfect Storm Is The Ultimate Growth Killer (Business Insider) Prosecutors, regulators close to making Libor arrests (Reuters)
In case you are confused about the Libor scandal... (via The Daily Show) The Daily Show with Jon StewartGet More: Daily Show Full Episodes,Political Humor & Satire Blog,The Daily Show on Facebook
According to the National Oceanic and Atmospheric Administration the current drought is the worst since 1956. This is causing the price of corn to spike. As a result, headlines like this are becoming more and more common (which cause fear and therefore cause corn prices to rise) Rising Corn Prices and Your Grocery Bill - Smartmoney Midwest drought ...
Via Bloomberg: July 16 (Bloomberg) -- Bloomberg's Michael McDonough discusses the Chinese economy as China’s Premier Wen Jiabao warned that the nation’s recovery is yet to build up momentum, fueling speculation that extra economic support measures may be announced after a cabinet meeting this week. He speaks on Bloomberg Television's "Bloomberg Surveillance." (Source: Bloomberg)
According to Al Lewis on The News Hub, we're actually in a depression right now, but most people don't see it. One out of seven Americans are on food stamps - if they weren't getting cards in the mail every month, you'd see them in soup lines. (via wsj.com)