• Jul 31, 2011

Over the past several weeks, the media has had a field day covering the debt ceiling talks between both political parties. It’s been dominates news headlines for more than a month. Prior to the...

• Jul 31, 2011

Although the global economy has mounted a superficial rebound from the trough hit in 2009, increasing risks remain, both intermediate- and longer-term. The intermediate-term risks are based primari...

• Jul 29, 2011

Below we have posted the most recent revisions to economic data, including estimates through 2011 (Japan and Spain) and 2012 (U.S. and China). It will be interesting to see when the IMF decides to iss...

• Jun 17, 2011

Please see the PDF below.  Alternatively, you can read this report on the new site. ...

• Jun 15, 2011

I have discussed the fact that the recession which officially began in December 2007, has not yet ended. Anyone who claims otherwise is either a hack or else has no idea what is going on. As the eco...

• Jun 08, 2011

Over the past few months I have been discussing my view that Wall Street analysts and economists, and global economic consortiums such as the IMF have been underestimating the impact of the earthquake...

• Mar 17, 2011

More Signs of Inflation Pressures in the U.S. The PPI rose 1.6% in February, well above the consensus of 0.7%. The bulk of the upside surprise was due to a 3.9% jump in food prices. Notably, the incr...

• Mar 02, 2011

Right now I'm focusing on two central bank decisions remaining for this week. The first and most important in my view is that from Brazil. Last week, discussions centered around a 75bp hike. Recall th...

• Feb 27, 2011

We just released another update to subscribers of the Intelligent Investor and Market Forecaster newsletters. This 15-page document discusses the implications of numerous recently announced global eco...

• Feb 25, 2011

The follow link contains the newly revised Q4 and 2010 annual GDP data.     ...

• Jan 05, 2011

I continue where I left off from Part 2 of this report. [1] In support of their claims of an economic recovery, Washington cheerleaders and Wall Street hacks continue to focus on ancillary metrics li...

• Dec 26, 2010

I continue where I left off from Part one of this report. [1]  Ever since the summer of 2009, economists from both Washington and Wall Street have told us that an economic recovery was in progre...

• Dec 16, 2010

“Regarding the Great Depression. You’re right, we did it. We’re very sorry. But thanks to you, we won’t do it again.” [1] That quote was taken from a speech made by then...

• Dec 15, 2010

I will be expanding this data over the next several months. For now, have a look. I have presented this information for you to keep so that he next time someone calls you an anti-Semite for...

• Dec 02, 2010

This article was taken from a section of the July 2010 AVA Investment Analytics newsletter. While more than five months have passed since the release of this report, it has been publish...