The Fat Pitch
Friday, November 22, 2019
Some Personal News
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Update from March 4, 2020: We won! __________________ Original post on November 22, 2019: I live in a town across the Gol...
Friday, September 6, 2019
September Macro Update: Rising Possibility of a Recession in 2020
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Summary : The balance of the macro data remains positive. A recession starting in 2019 is unlikely, but, for the first time, a recession in...
Monday, August 19, 2019
2Q Corporate Results: 2% Earnings Growth Expected in 2019
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Summary : Overall, corporate results in the second quarter of 2019 were fine, but growth has slowed. Sales and earnings were up were 5% and ...
Friday, August 2, 2019
August Macro Update: Housing Weak But Recession Unlikely In 2019
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Summary : The 25bp rate cut by the FOMC this week was warranted given ongoing weakness in housing, but the balance of the macro data remains...
Thursday, August 1, 2019
High Consumer Confidence Is A Notable Stock Market Warning
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Summary : In July, the Consumer Confidence Index (CCI) jumped to its highest level since last September, right before stocks started a 20% ...
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