llterry5

December 28, 2016

SHI Update 12/28/16: Confidence Reigns!

2017 rapidly approaches and the US consumer is feeling quite optimistic! According to surveys by both the University of Michigan and the Conference Board, confidence is […]
December 21, 2016

SHI Update 12/21/16: Merry MacroEconomic Xmas!

Good news:   The “Trump Rally” is real!   Better news:  You did not miss it!  Dow 20,000 may simply be a milestone we pass as we see […]
December 14, 2016

SHI Update 12/14/16: The FED Speaks

In prior BLOGs, I’ve discussed the concepts of ‘correlation‘ and ‘causation.’ Two events occurring simultaneously, or almost synchronous, doesn’t guarantee a link between the events.  Their proximity […]
December 11, 2016

Balance of Trade, Globalization and Protectionism

For decades, we have completely ignored a huge issue. Notice I didn’t use the word “problem?”   That’s because experts don’t agree it is a problem.   But […]