Markets & Economic Indicators

Consumer Economic Indicators

The consumer is one of the most important aspects of the US economy.  Our economy is a demand-driven economy.  And, the consumer represents over 70% of economic activity in the US economy.  So, any moves in the consumers's incomes or expenditures...

Innovative Industrial Properties IIPR Stock Forecast & Analysis

Innovative Industrial Properties IIPR stock is a REIT based out of San Diego, California that invests in real estate dedicated to cannabis production and processing.  The important thing to note is that Innovative Industrial Properties is a REIT. ...

The Economy & Stock Market After The Fed Meeting

Continually, I monitor the consumer to see what will happen with the overall economy.  The consumer is the main driving force of the economy, representing over 70% of the entire economy.  And, consumer expenditures start the demand cycle.  The...

Deflating Inflation and the stock market

The US economy is experiencing 40-year record high inflation.  During a supply chain breakdown, the US Federal government launched a massive program to support those mostly affected by the initial COVID shutdowns and to prop up the economy in an...

Why Unemployment Needs To Go Up

The Unemployment Rate just arrived at a solid number: The economy is firing on full cylinders. But, there are also signs that the economy is beginning to show signs it has peaked and will start to contract.  Demand Pull Inflation driven by the...

Will the housing bubble burst?

Will the housing bubble burst?  Before that question can really be answered, we need to put together a few things that will show where the housing market currently is.  Then, we need to look at the economy and what the effects of the shifting...

Consumer Sentiment Plummets To All-Time Low – Expect More Selling

University of Michigan Consumer Sentiment index came in for June at 50.  This is an all-time low.  This portends future selling in the stock market ahead.  Consumer Sentiment is a leading indicator showing what is likely to unfold in an economy....

Value Investing: How to Invest In Uncertain Times

What should you do during uncertain times for value investing?  The stock market has sold off more than 20% since January highs.  The Nasdaq is down some 26% since its recent peak.  This firmly establishes that stocks are in bear market...

Stagflation And Market Crash – What to expect

This could get ugly.  Inflation numbers just came in and they are still heading higher for headline numbers.  On this news, the stock market sold off 5%.  Meanwhile, the World Bank has issued an assessment where they are predicting a period of...

The Federal Reserve Balance Sheet is Shrinking – Why That Matters

The Federal Reserve balance sheet is shrinking.  Why does this matter? The Federal Reserve's balance sheet is one of the tools that provides power to the economy.  Shrinking the balance sheet would have the effect of lowering decreasing economic...

Personal Incomes & Expenditures: Markets & Economic Analysis

Personal Income & Personal Expenditures were both released this morning.  On a year-over-year basis, the rate of growth of personal incomes is declining less.  For personal expenditures, the rate of growth is declining.  And, within Personal...

Are Cannabis Stocks A Good Investment

Are Cannabis Stocks A Good Investment?  In the month of April, cannabis stocks took a brutal dive.  Because I cover cannabis stocks, I received many messages from anxious investors wondering what was going on.  Here, I want to show comparisons of...

Federal Reserve Raised Short Term Interest Rates

The Federal Reserve has raised short term interest rates by 50 basis points.  This is the first time in two decades that the Fed did a 50 basis point move upward.  The hope is that inflation is held at bay.  But, in a statement released by...

Market Review: Personal Income & Expenditures – PCE Deflator

The Fed's favorite inflation indicator, the PCE Deflator, just printed its highest reading in 40 years. Personal incomes & expenditures printed this morning with advances there. However, the real headline came from PCE Deflator which came in at...

Cannabis Federal Legalization And Cannabis Stocks for 2022

Cannabis Federal Legalization is moving forward in 2022 and I wanted to lay out what to expect for cannabis federal legalization and what that means for cannabis investments and cannabis stocks.  The House of Representatives is in the process of...

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