Friday, May 26, 2017

26/5/17: Defense Stocks Valuations: U.S. Budgets and Military Conflicts Engagements

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Our new paper on U.S. Defense Budgets, military conflicts engagements and their impact on defense industry equity valuations is now availa...
Wednesday, May 24, 2017

23/5/17: U.S. Mint Gold Coins Sales 1Q 2017

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Updating, with a lag, my data for U.S. Mint sales of gold coins, here is 1Q 2017 in its full glory. Total sales of U.S. Mint gold coins ...

23/5/17: Eurocoin: Growth Momentum Slips Marginally in April

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A quick update to the old-running series: Eurocoin, the leading economic growth indicator for the euro area, published by CEPR and Banca d...
Tuesday, May 23, 2017

22/5/17: Eurogroup and Greece: Wrestling Defeat from the Claws of Victory

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Today's Eurogroup meeting on Greece ended in no agreement and extends the current tranche negotiations into June 15, the date of the n...
Monday, May 22, 2017

22/5/17: The Economist Calling a Bubble in Cryptos? Why not...

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A very interesting chart from The Economist  from last week providing evidence on rapid evolution of cryptocurrencies: Source here In...

22/5/17: U.S. Autoloans Market: Careless Lending, Defaulting Buyers

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Auto loans are now coming through as a growing concerns area in terms of U.S. household credit. Auto loans originations have risen, in tot...

22/5/17: U.S. Public Pensions System: Insolvent to the Core

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A truly worrying view of the U.S. public sector pensions deficits has been revealed in a new study by Joshua D. Raugh for Hoover Instituti...

21/5/17: Student Loans Debt: The Bubble is Still Inflating

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Having covered the latest news on the U.S. household debt continued explosion (see http://trueeconomics.blogspot.com/2017/05/19517-us-hous...
Friday, May 19, 2017

19/5/17: A Reminder: Social Security is Only Getting More Insolvent...

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On foot of my earlier post on U.S. household debt, it is worth mentioning another, much-overlooked in the media, fact concerning U.S. rea...

19/5/17: U.S. Household Debt: Things are Much Worse Than Headlines Suggest

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Those of you who follow this blog know that I am a severe/extreme contrarian when it comes to median investor perceptions of the severity ...
Thursday, May 18, 2017

18/7/17: Greece in Recession. Again.

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Per recent data release, Greece is now back in an official recession, with 1Q 2017 growth coming in at -0.1%, following 4Q 2016 contracti...
Tuesday, May 16, 2017

16/5/17: M&As and Investment Climate: 1Q data

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As an illustration to the point made a few weeks ago (see http://trueeconomics.blogspot.com/2017/04/28417-vuca-markets.html )  her...