Investors Hate Stocks Right Now
Sentiment indicators measure how investors feel. And it’s looking like 1992 again.
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Author: Michael Carr
Disposable Income Suggests Economic Contraction
Mean reversion is an important concept in economics. It explains the business cycle, and it reveals a problem in disposable income data. If real income growth remains in negative territory, it will change how consumers think about the economy. Negative sentiment will drive decisions. That has historically been bearish for the stock market.
Great Resignation 2.0: Millennials Aren’t Special After All
Millennials are just like any other generation. That might conflict with their self-image, but every generation is more like previous generations than they are different. Their so-called “Great Resignation” isn’t special either. Data indicates it is just like every post-recession recovery.
Full Economic Recovery Is Bad News
Adjusted for inflation, the economic recovery took two full years. But is full recovery a good thing?
Etsy Solves One Economic Mystery
Since the pandemic, the growing number of new businesses has puzzled economists. But data indicates that Etsy has solved the mystery…
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