Dr. John Rutledge on the Inverted Yield Curve

John Rutledge’s experience combines a strong academic background and front-line investment experience.  His writing is authoritative and persuasive.  If you missed him on CNBC, you can read his explanation here.  My readers will find both the argument and the implications for stocks to be familiar.  The explanation of the need to understand "why" is especially […]

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Incomes and Spending Healthy, Another Measure of Inflation Decelerates, Leading Indicators Point to Further Strength

Here is a nice summary of current economic data and a thoughtful conclusion: Link: Incomes and Spending Healthy, Another Measure of Inflation Decelerates, Leading Indicators Point to Further Strength. – Personal Income for November rose .3% versus estimates of a .3% increase and a .5% gain in October. – Personal Spending for November rose .3% […]

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