GDP
What 150 years of market data reveal about tariffs, growth, and investment returns—and how equity factors have historically delivered resilience.
The United States is a consumption-driven economy. But over the last half century, the US consumer has been weakening in the face of social and economic pressures.
How much does the state of the economy really matter to stock market performance?
The Buffett Indicator is flashing red and has been for a while now.
How useful is the Buffett Indicator really?
Should we ignore claims that one party or another is better for markets?
This is no ordinary recession or depression, and it cannot be measured by ordinary means.
The US Congressional Budget Office (CBO) recently published its annual Budget and Economic Outlook, a must-read for anyone interested in where the US economy is heading.
Gross domestic product has become the comparative benchmark for the wealth and growth rates of nations. The author provides a concise history of GDP, which offers fertile ground for the consideration of future changes to its use and to the use of other inputs in the valuation of stocks and stock markets.
Warren Buffett once said, “You only find out who is swimming naked when the tide goes out.” Could the tide be receding for the US economy? Ron Rimkus, CFA, explores the question.