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Expected Returns

Expected Returns

http://ExpectedReturns.net

Expected Returns is a blog dedicated to an objective appraisal of current economic events. A mix of history, politics, and long-term cycles determine my investment ideas. I utilize fundamental and technical analysis to generate stock picks.

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  • States Draining Unemployment Funds

    Posted on Wednesday December 23rd, 2009 at 07:55

    The ongoing recession has resulted in elevated levels of unemployment, and a dramatic increase in the extension of unemployment benefits- which is proving to be a drain on the budgets of states. There will eventually come a point where states can no ...

  • In the News, 12/23/09

    Posted on Wednesday December 23rd, 2009 at 06:43

    The Capital Spectator, The Asset Allocation Challenge Springs EternalZero Hedge, And the Decade's Winner Is..NY Times, Nice Home, Where's the Rest of It?Reuters, Anyone Have $21 Billion?Reuters, Youth Depression Hard on RetailersNY Times, ECB's Stark...

  • GDP Revised Down to 2.2%

    Posted on Tuesday December 22nd, 2009 at 16:49

    Another unsurprising downward revision to GDP. GDP has now been revised from 3.5% to 2.8%, all the way down to 2.2%- yet the 'green shoots' cheerleaders are still out in force. From the BEA:Real gross domestic product -- the output of goods and servi...

  • Gold: Some Perspective on a Bull Market

    Posted on Tuesday December 22nd, 2009 at 07:45

    As expected, gold bears led by the likes of Bob Prechter are calling for the imminent collapse of gold. Lets forget for a moment that the deflationists have been wrong about gold for the better part of this decade, and try to assess whether gold is i...

  • In the News, 12/22/09

    Posted on Tuesday December 22nd, 2009 at 06:42

    Shanghai Daily, Harder to Buy U.S. TreasuriesReuters, U.S. Mortgage Industry Grapples With New DisclosuresWSJ, Change Nobody Believes InWSJ, Unemployment Takes Toll in New YorkBloomberg, Treasury Yield Curve Steepens to Record Amid Growth Outlook ...

  • Temp Hirings Increase: Is Recovery Near?

    Posted on Monday December 21st, 2009 at 07:51

    From the New York Times, Labor Data Shows Surge in Hiring of Temp Workers:The hiring of temporary workers has surged, suggesting that the nation’s employers might soon take the next step, bringing on permanent workers, if they can just convince the...

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