State of the Economy continued

It was not just that retail sales fell. It was what preceded this decline.... keep reading

The voters sense that something is wrong. This chart confirms it. Red, red, red -- beyond the point of no return.... keep reading

The is the business world's version of the Federal government's solution to bankruptcy: spending.... keep reading

No technical fix can fix this. We are therefore in a fix.... keep reading

You know this, but it never hurts to see it. Your focus must be on insuring your reputation as irreplaceable. I have never seen anything like this in my lifetime.... keep reading

It was not supposed to happen. It not only happened, it's getting worse.... keep reading

The two figures that matter most got worse -- last March bad. The second quarter recovery just got hammered. That fact was not in the media headlines. Investors read headlines. Reality hits later.... keep reading

I read it in the New York Times.... keep reading

The media ask us to hold contradictory views. This is nothing new. But investors are doing it in spades.... keep reading

When you understand what has happened in the past, and you compare it with what is happening now, investors had better re-think what is likely to happen next.... keep reading

This index gets little media coverage. When it turns up and stays up, the recession will have ended. It turned up, then started falling in June.... keep reading

She also identified the Achilles heel of the banking system. It's no surprise to her audience: bankers. It's going to be a surprise to the folks at Tout TV.... keep reading

This is just the beginning. The reversal is here.... keep reading

Rising earnings funded by corporate cut-backs. How long can this go on?... keep reading

When "less worse" is good, and "bad" is ignored.... keep reading

How much credence should investors put in recent reports? Not much, says this long-term economic adviser.... keep reading