On this episode of the Cocktail Investing Podcast, we focus on the growing headwind for the economy and retail that is associated with our Middle-Class Squeeze investing theme. Consumers, especially those associated with our Aging […]
Aggressive monetary ease may stem the global economic slowdown while boosting the value of financial assets, but we really need widespread structural financial and regulatory reforms, as well as trade deals, to meaningfully re-accelerate global […]
By Jill Mislinski This morning’s release of the publicly available data from ECRI puts its Weekly Leading Index (WLI) at 145.1, up 0.2 from the previous week. Year over year, the four-week moving average of […]
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