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Macro Report – May 2013
The Macro Report can be found here . April 2013 highlights: The likelihood of recession declined slightly […]
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Macro Report – February 2013
Based on a combination of 13 macro-economic variables, the likelihood of the US being in […]
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Lighthouse Macro Report – January 2013
Summary: The LRPI (Lighthouse Recession Probability Indicator) continues to indicate a one-in-nine likelihood for the […]
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Amazingly, 89% of bull market performance can be explained by time
Stock market performance during bull markets is mainly (89%) explained by the duration of the […]
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Monetary Policy – The N-Word
In this excerpt from the December 2012 “Letter to Investors” we look at what looms […]
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GDP – A Primer
“GDP is one of the most comprehensive and closely watched economic statistics: It is used […]
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Lighthouse Macro Report – November 2012: Introducing LRPI
Frustrated by shortcomings of available tools I have created an indicator yielding timely and exact […]
Category: Economy
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