Ironman | TalkMarkets | Page 70
Blogger at Political Calculations
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Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, ...more

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Dow Sets Records, S&P 500 Doesn't In Week 1 Of August 2017
The first week of August 2017 saw the Dow Jones Industrial Average progressively hit new closing highs throughout the week, but the S&P 500 did not.
June 2017 Median Household Income
Our median household income estimate for June 2017 is $58,257. This figure is slightly higher than the estimate of $58,184 that our regression analysis indicates for May 2017.
Dividends By The Numbers In July 2017
For the third month in a row, the number of U.S. firms announcing dividend cuts in July 2017 fell below the levels that would appear to be consistent with some degree of economic contraction within the U.S. economy.
The 2017 GDP Data Revisions
Compared to last year, the U.S. Bureau of Economic Analysis' revisions of GDP data in 2017 was almost trivial.
Bored By The S&P 500 In Week 4 Of July 2017
The S&P 500 and, by extension, the entire U.S. stock market, was about as boring as boring could be in Week 4 of July 2017.
U.S. Recession Probability Low After Fed's July 2017 Meeting
The Federal Reserve kept interest rates unchanged on Wednesday and said it expected to start winding down its massive holdings of bonds "relatively soon" in a sign of confidence in the U.S. economy.
2017- Q3 Starts With Faster Pace For Dividend Cuts
It's still early in the third quarter of 2017, but compared to the third quarter of a year ago, distressed U.S. firms experiencing distress are cutting their dividends at a slightly accelerated pace.
Big Miss For Philadelphia's Beverage Tax
In June 2017, sales of naturally and artificially-sweetened beverages in Philadelphia subject to the city's plummeted to be more than 40% below their estimated pre-tax quantities.
The S&P 500 In Week 3 Of July 2017
With investors apparently focused on 2018-Q1, the S&P 500 is behaving pretty much as our dividend futures-based forecasting model anticipated.
What's In The Shopping Carts Of Food Stamp Recipients?
Together, SNAP benefit recipients purchases of the Top 10 food and drink categories accounted for over one-quarter of all the spending. The most popular category, soft drinks, alone accounted for over 5.4% of all purchases.
Private Debt In U.S. Maintains Positive Acceleration, Real GDP Rises
There is a rather strong correlation between changes in the acceleration of nominal private sector debt in the U.S. and the direction of growth for the nation's real GDP growth rate.
The Fed Shifts The Future Focus For The S&P 500 In Week 3 Of July 2017
In the third week of July 2017, Fed Chair Janet Yellen may very well have single-handedly reversed the momentum for short term interest rate hikes at the U.S. Federal Reserve.
Stock Market Tsunami Siren Sounds A False Alarm?
Under our theory of how stock prices work, multiple contraction would happen if, and only if, the financial situation of the most distressed industries of the S&P 500 were to deteriorate to the point where they could no longer avoid dividend cuts.
U.S. Oil Exports Reduce Trade Deficit With China
According to the U.S. Census Bureau's data, China imported nearly $496m of U.S. crude oil, refined oil and other petroleum derived products in May 2017, which was more than double the $214m of these goods that it imported from the U.S. in May 2016.
Dividends By The Numbers For June 2017
June 2017 ended the best quarter for dividends in the last three years.
Conundrum 2.0 And The S&P 500 In The Middle Of 2017
Over the last two weeks spanning the middle of 2017, the S&P 500 has mostly gone sideways even as its components have become more schizophrenic.
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