Economic Weakness Accelerating

By Comstock Partners It becomes clearer every day that the economy is headed for a renewed recession or a recovery so slow it will seem like one. Initial unemployment claims climbed to 500,000 last week for the first time since November…

The Pause That Doesn’t Refresh

By Comstock Partners The Fed tried to thread a needle and ended up satisfying nobody. They confirmed to all the doubters that the economy was indeed weak and that they really couldn't do much about it without resorting to completely…

Faltering Recovery

By Comstock Partners We have maintained all along that the statistical economic recovery would lose momentum after the effects of the stimulus and inventory replenishment wore off, and the recent data are confirming our view. Moreover…

DEFLATION!

Wow! We see the word "Deflation" everywhere; we see it in every financial publication and hear it every time we turn on financial TV. We see that the pundits who were bearish because of runaway inflation have just recently…

Valuations

The latest weekly commentary by Comstock Partners. We stated in the 4th of July holiday comment that we would discuss valuations in the "special report" we wrote last week. As it turned out the "special report" got…

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