Ironman | TalkMarkets | Page 71
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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New Home Sale Prices Surge In May 2017
We're telling a story in two charts today. First, the relationship between median new home sale prices in the U.S. and median household income, from December 2000 through May 2017.
Infamous Epitaphs Of Famous Economists
Every now and again, a famous economist will say something that not only stands apart from everything else they've said and done, it turns out to be the defining quote of their entire life.
Food Stamps And Incentives To Work
Georgia will expand the state's SNAP work requirements initiative to an additional 60 countries in 2018.
Low Volatility Increasing Market Tension For The S&P 500 In Week 3 Of June 2017
For a market where the S&P 500 isn't changing very much, there's a remarkable amount of tension building up in it. Or more accurately, there is tension building in the halls of the big investment banks where big bets are being made.
The Pace Of Dividend Cuts Announced In 2017-Q2
The number of dividend cuts in the quarter are consistent with recessionary conditions being present in the U.S. economy.
U.S. Student Loan Explosion
The U.S. government passed a unique milestone in May 2017, where it has now cumulatively borrowed more than $1 trillion from the public since President Obama was sworn into office in January 2009.
The Return Of The Recession Probability Track
The combination of rising short term interest rates and falling yields for long term bonds is often considered to be a harbinger of recession in the U.S. economy.
Roiling Under The Surface With The S&P 500 In Week 2 Of June 2017
The Federal Reserve surprised no one with the announcement that its Federal Open Market Committee had voted to hike U.S. short term interest rates by a quarter point.
The U.S. National Dividend Through April 2017
How well are typical American households faring so far in 2017?
The Schizophrenic S&P 500 In Week 1 Of June 2017
For a week where there was a lot of potential for volatility to erupt in the U.S. stock market, the S&P 500 showed little sign of it.
Dividends By The Numbers In May 2017
May 2017 was easily the best May for U.S. stock market dividends since 2014. In terms of dividend cuts, the number of reductions rose month-over-month, but was reduced in the year-over-year measure.
Uncovering A Hidden Story In U.S.- China Trade
U.S. exports to China increased in April 2017 by 20.8% over their April 2016 level, which is faster that the 13.6% year over year rate of growth for China's exports to the U.S.
The S&P 500 In Week 5 Of May 2017
The fifth and final trading week of May 2017 was shortened by the Memorial Day holiday weekend, but one thing clearly stood out about it. Investors are tightly focused on 2017-Q2 in setting today's stock prices!
Soup And Recession
There's a strong connection in American history between soup and recessions. That connection can be largely attributed to the imagery recorded during the Great Depression of the 1930s.
The S&P 500 In Week 4 Of May 2017
With the long Memorial Day weekend holiday looming on the calendar, Week 4 of May 2017 was a slow week where trading the S&P 500 was concerned.
Zooming In And Out On U.S. New Home Sale Prices
Why the first U.S. housing bubble was such an exceptional event in the context of the long term relationships between median new home sale prices and median household incomes?
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