Blog Detail
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.
Recent Posts
States Draining Unemployment Funds
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
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%
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
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
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?
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...

