The Two Front War on Unemployment

A fearless forecast:  The employment report punditry will overlook the single most important analytic step — something that is absolutely necessary to understand employment changes, and to fix the current problem. If economic analysts took this step, they would provide better insight for their readers and viewers. If political leaders took this step, they would […]

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Debunking the Myth of the QE II Rally

The single biggest market question is this one: What happens at the end of QE II? I have explained this on several occasions and promised more detail.  After listening to countless talking heads talk about the QE II rally, we need some clarity. Background There are two views of the world: Gains in various markets […]

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Constructive Postponement

One of my missions at "A Dash" is to find unpopular themes that have investment significance and value.  Often this means challenging the accuracy of the most recent "Wall Street Truthiness." There is a dangerous idea making the rounds, the notion that delay is inherently bad.  Adherents of this viewpoint are winning the sound bite […]

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Everything You Need to Know about Inflation

Here at "A Dash" we like to keep our blog agenda aligned with the most important economic and investment problems.  Only a heartbeat ago, that was concern about global deflation and crashing earnings.  The focus has now shifted, almost seamlessly, to worries about inflation. The continuing market rally continues. One worry after another is scratched […]

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