Browsing Tag


Commodities complex worsening

My argument has been that the US economy is not yet at stall speed and that recession is not on the horizon. However, I believe the US is slowing, and that, in conjunction with a strong dollar and the ongoing global growth slowdown, this…

Profit mean reversion and recession

Yesterday I retweeted an interesting tweet by Business Insider’s Henry Blodget which references an article on data compiled by Barclays on profit mean reversion and recession. The gist of the article is that a profits recession generally…

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