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John Lounsbury 74 posts 0 comments

John Lounsbury provides comprehensive financial planning and investment advisory services to a small number of families on a fee only basis. He has a background which includes 34 years with a major international corporation, 25 years in R&D management and corporate staff positions. John is also one of the ten most followed writers at Seeking Alpha and a Senior Contributor at TheStreet.com and Real Money. He is a founding partner and managing editor of Global Economic Intersection. Follow him on twitter @jlounsbury59.

Economy

Rosenberg: Not Your Average Recession

John Lounsbury Sep 16, 2010

by John Lounsbury David Rosenberg, Chief Economist & Strategist at Gluskin Sheff, Toronto, has a graph that goes a long way toward explaining why this recovery does not feel like a recovery: Click on images for larger graphs. Is…

Markets

Chart of the Day: Beware Downward Adjustments to Earnings Estimates

John Lounsbury Sep 13, 2010

by John Lounsbury David Rosenberg, chief economist at Toronto's Gluskin Sheff, is continually publishing interesting graphs. Below one from today's newsletter which shows the relationship between 12-month forward earnings estimates for the…

Economy

Basel III To Tighten Capital Requirements – Eventually

John Lounsbury Sep 12, 2010

by John Lounsbury The BIS (Bank for International Settlements) reported Sunday that it has reached an agreement to increase key capital ratios for banks. The announcement was made by the Group of Governors and Heads of Supervision, the…

Economy

What Does the Philly Fed Contraction Signal Really Mean?

John Lounsbury Aug 21, 2010

By John Lounsbury David Rosenberg, chief economist for Toronto's Gluskin Sheff, has a graph showing the history of the Philly Fed Business Outlook Survey. I have added annotations below: Before this month and since 1968 there have…

Markets

Does History Repeat, Rhyme or Just Have Coincidences?

John Lounsbury Aug 20, 2010

This week the following graph from https://www.chartoftheday.com https://www.chartoftheday.com/ has been annotated by the author to highlight similarities of the current era for stocks to a corporate earnings pattern traced out nearly a…

Markets

Further Thoughts on My Treasury Meeting

John Lounsbury Aug 18, 2010

By John Lounsbury. In a previous article reviewing my attendance at a small discussion group meeting with Treasury Secretary Geithner and other senior Treasury Officials, I left out one very important topic that was covered. I also…

Political Economy

An Afternoon at the Treasury

John Lounsbury Aug 17, 2010

By John Lounsbury. I was privileged to attend a meeting at the Treasury Department in Washington on Monday afternoon, August 16. The two hour plus meeting was hosted by Senior Treasury Officials. There were three discussion leaders:…

Markets

Housing Shortage Coming

John Lounsbury Aug 5, 2010

By John Lounsbury. Really? Yes, that is exactly what some economists are saying. According to Lisa Swerzer for SmartMoney, in an article at MSN Money, this view is held by severa; presumably impartial people. The people…

Markets

Household Net Worth – Back to the Old Normal

John Lounsbury Jul 27, 2010

There is a new graph on the internet that will be seen and discussed at length in the coming days and weeks. It shows how household net worth has changed over the past 59 years. The graph below, originally from Macro and Other Market…

Markets

Stock Market Capitalization Exceeds GDP

John Lounsbury Jul 24, 2010

Barry Ritholtz offers this graph (courtesy of The Chart Store). Barry offers no further comment with the graph, but I started to wonder if the "bubble" in capitalization could be explained by the increase in business done…