GDP

Bond market looks attractive on 6-12 month basis. Economic expansion long in the tooth, but still surprisingly strong...Fed may tighten next time to slow down economy. Inflation cool, but wage pressures a worry.

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Testing of this indicator has offered some strong evidence that potential returns from today's level could be quite minimal.

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Steve’s notes on revising the GDP calculation, market implications of discount rate cut, stock market capitalization as a percentage of the GDP and more.

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Economic growth and stock market performance don’t go hand in hand - the stock market looks ahead. Don’t be surprised by more wage irrflation. The AdvantHedge short selling program is updated and explained because readers have expressed a growing interest (maybe it’s the market).

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February was a tough month for the stock market. Stock Market performance during various GDP and earnings growth environments and what we currently view as the most likely scenarios for 1994.

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