Disclaimer. After nearly 40 years managing money for some of the largest life offices and investment managers in the world, I think I have something to offer. These days I'm retired, and I can't by law give you advice. I do make mistakes, but I try hard to do my analysis thoroughly, and to make sure my data are correct. Remember: the unexpected sometimes happens. The expected does too, but all too often it takes longer than you thought it would.

The Goddess of Markets punishes (eventually) greed, folly, laziness and arrogance. No matter how many years you've served Her. Take care. Be humble. And don't blame me.

BTW, clicking on most charts will produce the original-sized, i.e., bigger version.

Saturday, February 8, 2014

My US 'Early Release' indicators fall a tad

The big freeze in the US has shown up in the economic indicators.  Lower payrolls growth, a soggy ISM (for manufacturing, more seriously affected by freezing conditions than services) etc.  Still the overall 'early release' indicator only fell a little.  In my view, eco recovery in the US is still on track.

As usual, click to get full sized chart.

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