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March 2013 Global Economic Overview Mar 12, 2013
As global economic and political turmoil persists, it should be noted that investors continue to interpret a more favorable economic environment in United States in comparison with the rest of the advanced and developing world.
The Gold Price Paradox Mar 11, 2013
As forecast, gold and silver have continued their bearish retreat. This bearish intermediate term trend has baffled gold bugs, who were certain these precious metals would skyrocket with the announcement of “unlimited QE3.”
The Federal Budget and Taxation Feb 10, 2013
As detailed in many issues of this publication for some time now (as well as in Americaas Financial Apocalypse), the U.S. government must raise sufficient revenues needed to pay off its enormous debt obligations. In addition, it must determine how it plans to funds its entitlements program. Even with planned cuts to entitlements, Washington will need more revenues to fund these programs. The largest concern is Medicare.
A Closer Look at the Wealth and Income Disparity Feb 7, 2013
The large wealth and income inequality in the U.S. has continued to widen for nearly three decades. Over the past few years the disparity has become even larger. For instance, the top 1% of income earners in the U.S. account for 21% of aggregate income.
A Closer Look at Poverty Feb 3, 2013
Although poverty rates have been high in the United States for over a decade, they have increased appreciably since the economic crisis. As first detailed in America's Financial Apocalypse and discussed thereafter in previous publications, the official poverty rate has been suppressed by numerous means.
A Closer Look at the Federal Budget Jan 30, 2013
Each year, Washington spends money to provide a variety of services. Ideally, Washington should only spend as much as it takes in so that no deficit is created. But of course this is pure fantasy.
January 2013 Dividend Gems Opening Statement Jan 29, 2013
Last Friday the Labor Department reported that non farm payrolls grew by 155,000 jobs last month, slightly below November's level.Last Tuesday marked the commencement of Q4 earnings, with Alcoa meeting estimates on higher than expected revenues and raising 2013 global aluminum demand. This is important because it indicates that China is stabilizing. Modest progress continues to be made in several sectors in the U.S. economy including housing and construction.
Opening Statement from the January 2013 Intelligent Investor (Part 1) Jan 26, 2013
Fiscal cliff negotiations turned out to be a disaster. As you will recall, the fiscal cliff referred to automatic expiration of numerous tax breaks and expenditures. It was meant to serve as an economic emergency brake to address medium term deficit and budget issues in case Washington did not act to alleviate expenditures on its own. Instead of allowing expenditures and tax breaks to expire, Washington essentially abolished the cliff and made a few minor tweaks.
Opening Statement from the January 2013 Intelligent Investor (Part 2) Jan 26, 2013
As the Fed continues with quantitative easing, commodities continue to sell off as expected. This makes sense if we consider the primary force driving commodities right now is the global economic slowdown. Thus, weak demand has served to neutralize much of the potential inflationary force created by quantitative easing.
Opening Statement from the January 2013 Intelligent Investor (Part 3) Jan 26, 2013
Last Friday the Labor Department reported that non farm payrolls grew by 155,000 jobs last month, slightly below November's level.Last Tuesday marked the commencement of Q4 earnings, with Alcoa meeting estimates on higher than expected revenues and raising 2013 global aluminum demand. This is important because it indicates that China is stabilizing. Modest progress continues to be made in several sectors in the U.S. economy including housing and construction.
Employer-Based Health Insurance. Big versus Small Firms Jan 24, 2013
Nearly 96% of large private sector employers (with 50 or more employees) offer health insurance to employees, compared to 36% of small employers. On average, private sector employers cover 74% of premiums for family coverage.
Opening Statement from the December 2012 Intelligent Investor (Part 4) Jan 22, 2013
It has been more than three years since leaders from the G20 gathered in London to discuss solutions to the financial crisis and global recession. This meeting also called on experts to devise ways to prevent this catastrophe from ever happening again. Since that time, we have not seen an end to the financial crisis or the recession. Indeed, we have seen no evidence to suggest that the financial system is substantially safer today than prior to the financial crisis.
Opening Statement from the December 2012 Intelligent Investor (Part 1) Jan 21, 2013
Little has changed since we released the last monthly publication. The global economy continues to weaken. Europe is sinking deeper into recession and even Germany is now most likely headed for a contraction.
November Intelligent Investor Opening Statement (Part 1) Jan 19, 2013
Based on the performance of several stocks considered to be very reliant on the outcome of the election, it appeared that Wall Street had determined at least a few weeks ago that President Obama would win the election.
November Intelligent Investor Opening Statement (Part 2) Jan 19, 2013
One cannot deny that the chart of the Dow looks impressive since March 2009. This is by no coincidence. A trend of record earnings have combined with record low Treasury yields and the safe haven status of U.S. assets to keep the market high. But as we have been warning for a year now, earnings continue to weaken.
The Damaging Consequences of Free Trade Dec 29, 2012
For over three decades, proponents of free trade have promised Americans more jobs. This promise has not been kept. Ever since NAFTA was signed into law in 1994, developing nations have been on the receiving end of millions of jobs that have left the U.S. soil.The truth of the matter is that free trade was designed to boost corporate profits. And it has achieved this objective with impressive fashion. Thus, because the wealthiest Americans own large numbers of corporate shares, free trade has...
August 2012 Intelligent Investor Opening Statement and Employment Picture Dec 21, 2012
We have released a PDF of the Opening Statement as well as the Employment analysis from the August 2012 Intelligent Investor.
Fiscal Cliff Discussion from August 2012 Intelligent Investor Dec 21, 2012
We have released a presentation on the Fiscal Cliff situation first published in the August 2012 Intelligent Investor.
Housing Market Analysis from August 2012 Intelligent Investor Dec 21, 2012
We have released an excerpt from the August 2012 Housing Market Analysis contained in the Intelligent Investor.
Household Savings, Consumer Spending and Bankers Dec 18, 2012
Economists, analysts, policy makers and of course central bankers are always paying attention to the household savings rate data for a variety of reasons. Regardless of the reason for their interest, the end result is the same. Bankers want to do all they can to discourage savings so that consumers will load up on credit, thereby holding them hostage to interest payments.
Free Trade and the Suicide of a Superpower (Part 2) Oct 22, 2012
When I wrote in 2006, I did not want to be accused of being overly pessimistic, even though such an accusation would not likely hold merit since my analysis was based on extensive data. Nevertheless, to safeguard against such a criticism, in the final passage of this book, I wrote that once confronted with the elements of America’s Second Great Depression, Washington would make the changes required to prevent the indefinite demise of the U.S. However, I knew that these changes would not...
Corporate Taxes, Fascism and Trickle-Down Deceit Sep 14, 2012
When it comes to trade policy, monetary policy and foreign policy, both parties always agree. They are going to ship U.S. jobs overseas, allow the Federal Reserve and Wall Street crime syndicate to commit massive fraud, and fight wars for Israel. Regardless who they vote for, Americans always lose. Thus, heading to the voting booth serves no purpose other than to endorse America’s fascist regime. On rare occasion when fraud has been exposed, none of the establishment crime bosses goes...
Dividend Gems Opening Statement, August 2012 Aug 26, 2012
Over the past few months we have discussed our anticipation of weakness in the Consumer Discretionary sector. At the same time, we felt that Consumer Staples would gain momentum after lingering a bit during the first part of the year. By June, we saw compelling evidence of these expectations.
More Lies & Deceit from Bankers & Economists Aug 25, 2012
The Federal Reserve and Washington are already playing more games to manipulate assets and wealth in order to enrich corporate giants and the banking cartel. The price for this theft will be felt in years to come by the majority of Americans, who only realize how they were defrauded many years after the fact.
Record Profits and the Huge Sucking Sound of American Jobs Aug 24, 2012
As a result of the financial crisis of 2008, U.S. corporate profits declined to the lowest level on record in the fourth quarter of that year, accounting for only 4.5% of GDP. The collapse in profits led to the largest decline of the S&P 500 Index in any calendar year in history, with investors losing 45.5%. This $8 trillion plunge in wealth wiped out the possibility of retirement for millions of Americans who had already endured a similar stock market meltdown only eight years earlier. This...
August 2012 Economic Overview (Part 1) Aug 23, 2012
The U.S. economy added 163,000 jobs in July, beating consensus estimates. This recent data raised the average job additions over the last five months to 106,200. This number is just under the rate required to keep up with population growth. In other words, there has been no net job growth for several months. This compares to a much more impressive monthly rate of 252,000 for the three months from November 2011 to February 2012. In addition, the unemployment rate rose slightly to 8.3% in July...
August 2012 Economic Overview (Part 2) Aug 23, 2012
Most economists expect the economy to pick up speed in the second half of 2012, but we do not feel this is likely. The external risks alone threaten to at least keep growth in the U.S. subdued, as the spillover effects of the recession in Europe begin to be felt in coming months. This is something we warned about several months ago. Thus, we have previously factored these projections into our market forecasts. Regardless, it is important to take note of the short term disconnect between stock...
Washington's Double-Dip Scam and War with Iran Aug 19, 2012
As the United States continues to suffer from the economic disaster created by Wall Street, the aoeexpertsa are once again discussing the possibility of a aoedouble dipa recession. This play on words is ludicrous to those of us who realize the recession which began in December of 2007, never ended.
What is the HMO Penetration Rate in Each State? Aug 6, 2012
What percentage of the state population is enrolled in a health maintenance organization (HMO)? As you can see, the results vary depending upon the state, ranging from less than 5% in eight states to over 30% in seven states; the national average is 22.5%.
States' Progress on Establishing a Heathcare Exchange Aug 4, 2012
As of August, 16 states have established health insurance exchanges under the Affordable Care Act while seven have decided not to create a state exchange.
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