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Joe Carson
Oct 25, 2020
Are Investors Prepared For A "Watershed" Election Outcome & A Rebirth of Federal Activism?
A watershed event in politics reflects a “fundamental shift” in the federal government’s role in domestic economic, financial, and social...

Joe Carson
Oct 18, 2020
The Employment Data And Tax Receipts Don't Compute
The employment data and tax receipts don't compute. In September, the US Treasury reported that gross federal income tax receipts fell...

Joe Carson
Oct 8, 2020
Inflation Measures Are Meaningless Without House Prices: But Their Use Produces Huge Distortions
The spotlight on inflation has never been higher as the Federal Reserve made it the primary focus of monetary policy. That means price...

Joe Carson
Oct 5, 2020
Equity Investors Are Betting On Fiscal Stimulus: Few Remember the Clinton U-turn of 1992
Equity investors think they are in a win-win position, regardless of the outcome of the 2020 election. Most believe that Congress and...

Joe Carson
Oct 1, 2020
Employment Data: What Accounts for the Big Gap Between ADP and the Official Jobs Data?
September’s ADP employment report showed a gain of 749,000, following gains of 481,000 in August and 216,000 in July. While the focus of...
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