Specific Expertise: Insisting on the Best Information

Here at "A Dash" we have emphasized that we are all consumers.  We are consumers of data, of analysis, and of opinion.  Our principal mission is helping readers understand their role as consumers and figure out what sources and information to follow. Background Here are two widely-accepted findings to consider.  Both have strong support from […]

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October Employment Report Preview

The monthly employment situation report is the most watched economic release.  The attention has never been greater. Everyone is interested in the unemployment rate, especially when it is approaching 10%.  It is a natural topic for the media. Partisan politics has a jobs focus.  While the Obama Administration may be claiming jobs "created or saved," […]

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Our Best Predictions: A Review

Last March, at the market bottom, we wrote a three-part series on why a bottom would not be recognized by most investors. Investors would be misled on valuation.  The debate is playing out just as we forecast. David Rosenberg, the economist hero of the bears, continues to see the market as overvalued.  We have all […]

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Evaluating Predictions

Regular readers of "A Dash" know that we have a strong interest in predictions — those based upon models, but also others. Many investment heroes made a prediction without a time frame.  Our guess is that many readers would be surprised at a comparison of results between these forecasters and those who took the opposite […]

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Is the Recession Over?

Fed Chair Bernanke tells us that the recession is probably over.  Business Week reports: From a technical perspective, the recession is very likely over at this point,” Bernanke said in responding to questions at the Brookings Institution. “It’s still going to feel like a very weak economy for some time because many people will still […]

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