Forecasting Limitations, Bond Bubbles and Should Costco Run the US Government?
Baltic Dry shipping index’s -45%
Things Are Not as They Appear
We propose that changing consumer preferences may not be voluntary…
2008 all over again??
Men’s mental health crisis and more…
Did the world just end? A crazy high 75 bps interest rate hike…
Walmart’s earnings reveal that all is not right with the economy.
Based on historical P/Es of the S&P 500, we can predict how much lower it is capable of dropping.
While Target’s topline was plenty strong, the stock got crushed by $1B in unexpected freight costs, and slow moving high-end inventory.