Relevant and even prescient commentary on news, politics and the economy.

Private Real GDP in Recoveries

Update: Paul Krugman at Conscience of a Liberal points to Spencer England’s post in his column 8/1…Dan I thought it would be interesting to post this chart of real private GDP in recoveries. It clearly shows that since the great moderation we have experienced three recoveries that compared to previous recoveries were very weak.  Whether […]

The Historical Relationship Between the Economy and the S&P 500, Part 3: The S&P 500 and the Employment to Population Ratio

by Mike Kimel The Historical Relationship Between the Economy and the S&P 500, Part 3: The S&P 500 and the Employment to Population Ratio A few weeks ago, I had two posts looking at the relationship between the S&P 500 and real GDP (Part 1 and Part 2). The first post noted that using data […]

The Historical Relationship Between the S&P 500 and the Economy, Part 2: The Abrupt Rise of Short Term Investing

by Mike Kimel The Historical Relationship Between the S&P 500 and the Economy, Part 2: The Abrupt Rise of Short Term Investing Last week I had a post looking at how long it takes for events in the economy (in the guise of real GDP) to affect the stock market (represented by the S&P 500), […]