Tag Archives: employment

High Consumer Confidence is bad news for stock market!

The latest consumer confidence release shows a significant improvement. “Rising home prices and a rising stock market are two key factors that are boosting consumer confidence. And a third factor is rising strength in the jobs market. The consumer confidence … Continue reading

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Everyone expects a correction; they just haven’t caused one yet!

The release of data that is unexpected can be disruptive to markets as we’ve just experienced, but what causes even more volatility is the impact of surprising data releases on investor expectations.  Bear markets caused by recessions are easier to … Continue reading

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Hiring Portfolio Managers? Go for the older guys!

Sir John Templeton Hiring ‘young’ fund managers? First read this quotable rant from a longtime friend of mine and accomplished money manager Rick Konrad: Unlike beauty queens who peak at 22, money managers become more desirable as they age (provided … Continue reading

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Will demographics worsen the debt crisis?

In prior postings, I’ve illustrated that a by-product of the financial mayhem in recent years has been shrinking employment in the financial services sector.  It got me thinking – perhaps there’s more to it than just the single volcanic-like eruption ignited by the … Continue reading

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