Pursuit of Truth in Finance & Economics
Contributor's Links: UPFINA.com

The purpose of UPFINA.com is to seek the truth as it relates to economics, finance and money. We do not have all the answers, but our ethos dictates that we objectively analyze all information. 

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The Stock Market Is Bearish On The Economy
The October Beige Book activity index created by Oxford Economics rose from 0.89 to 1.11 after hitting a record low of -2 in March. The index isn’t back to where it was before the pandemic, but it’s close.
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The New Reflation Trade
The reflation trade is here because of the hope for a fiscal stimulus and therapeutics that allow the economy to fully reopen next year.
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EC Holiday Spending, Housing, Bank Loans & Value Stocks
This is poised to be the worst holiday shopping season since 2009 if there is no fiscal stimulus. $1,200 checks and unemployment benefits change the game. Those are temporary solutions until a final solution to COVID-19 arrives.
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Not A Typical Manufacturing Recovery
The industrial production report was bad. This isn’t a typical manufacturing recovery even though the regional Fed reports were strong in September.
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Labor Market Reverses Recovery: It’s Now Getting Worse
The labor market is getting worse which means the October labor report will be bad. The economy needs a stimulus and a COVID-19 solution.
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Good Or Bad Q3 2020 Earnings Season?
This might be a good earnings season as the economy recovered quicker than expected, at least for large-cap companies. It’s not the same for independent leisure and hospitality companies of course.
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