Musings.

Musings

The world, the economy, the markets, and our lives are dynamic. Events can have a large or small impact on us. They can create excitement, cause fears, raise questions, and spark insight.

Listed here are our most spontaneous, timely, and succinct comments on wealth, life, and more.





  • June 20, 2012 - Glen Hutchins tells CFA Columbus that US housing has two

    Glen Hutchins tells CFA Columbus that US housing has two years...at least...to find equilibrium.



  • June 20, 2012 - Markets as Lagging Indicators

    Glen Hutchins tells CFA Columbus that markets have become lagging indicators of monetary policy rather than leading indicators of the economy.



  • June 15, 2012 - Production, Utilization down.

    Industrial production and capacity utilization both dropped in May.  This tops a week of weak economic numbers that contradict the runup in stock prices.



  • June 14, 2012 - CPI Falls in Line with PPI

    The Consumer Price Index, like prices for producers reported yesterday, fell 0.3% in May.  This adds another deflationary statistic.



  • June 13, 2012 - PPI Deflationary

    The Producer Price Index fell 1.0% in May and rose just 0.2% without food and energy.  Weaker demand is causing signs of unexpected deflation.



  • June 13, 2012 - Inventories Rise on Slow Sales

    Inventories inched up during April as sales slowed throughout the economy.



  • June 12, 2012 - Small Business Pessimism

    The National Federation of Independent Business survey of small business optimism fell in May and showed that economic activity is unlikely to pick up this year.



  • June 11, 2012 - Economics This Week

    It's a big week for economic indicators to watch. Tue: Small Business Optimism and Treasury Budget, Wed: PPI and Inventories, Thu: CPI, and Fri: Industrial Production.



  • June 11, 2012 - Stocks Lose Steam

    Investors lack confidence in another Euro deal spun to save Spainish banks. Russell 2000 fell 2.4% and 10-yr treasury yields drop to 1.60%.



  • June 08, 2012 - Retirement Bucket List

    Keeping a bucket of liquid securities is only one step toward investment planning for retirees.  (Morningstar)



  • June 07, 2012 - Bernanke Misses Mark

    Fed Chair Bernanke mistakenly advises Congress to breach spending cuts agreed to during last summer's debt ceiling debate. (WSJ)



  • June 06, 2012 - Productivity slowsClick to enlarge

    US productivity fell 0.9% in the first quarter a faster decline than expected according to consensus economist estimates.



  • June 05, 2012 - Real Disposable IncomeClick to enlarge

    US Real Disposable Income rose in April and the YOY change has modestly trended upward.



  • June 04, 2012 - Factory Orders Fall

    Factory orders fell 0.6% during April marking the third springtime slowdown since the recovery started in 2009.



  • June 01, 2012 - Jobs Jobs Jobs

    Markets follow the economy which follows jobs. A lackluster jobs report pushes stocks lower today. (WSJ)