Durable goods orders fell the most in three years and your house is still losing value, but don’t worry because consumers seem happy about the whole situation. These were the Strange Bedfellows that greeted us this morning with the release of durable goods orders, the Case-Shiller Home Price index and the consumer confidence index. The…
Do you ever wonder why some stories get a lot of press and others, which seem more important, do not? I read The Wall Street Journal, The New York Times and The Washington Post daily, and I get constant news updates on economic issues, specifically on all of our holdings. Over the last few years…
Lots of people struggle with math. I am married to such a person, which helps me understand. To risk stating the obvious, I am not one of those people. Math always came easily to me, as it does for most people who grow up to be analysts and portfolio managers. Sometimes I need to be…
