Rising consumer credit card debt to be a headwind to GDP in 2018

We are starting to get not only holiday sales results from the likes of Kohl’s (KSS) and others, but also December same-store-sales results from Tematica Investing Select List resident Costco Wholesale (COST) and its retail brethren. Thus far the results are positive and in some cases much better than expected, but when we see we […]

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Something more than Harvey and Irma have Goldman Sach’s CEO “unnerved” about the current stock market?

Something more than Harvey and Irma have Goldman Sach’s CEO “unnerved” about the current stock market?

Goldman Sachs CEO shares his view the current stock market is unnerving, and we explain why he probably things that.

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Dow on Track for Longest Losing Streak Since 2011 as Trump Trade Stalls

Dow on Track for Longest Losing Streak Since 2011 as Trump Trade Stalls

The markets have had quite the run-up based on the assumption that this time things are different with Trump in the White House, but sky-high valuations make sense and economic realities, such as an aging population, are no anchor.

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