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So far R&A has created 129 blog entries.
9 03, 2020

Headline Interruption – Michael Rogan

By |2020-03-11T12:03:49-04:00March 9th, 2020|Financial, Media|0 Comments

We thought we would interrupt your daily routine with an update on the current panic/crisis du jour. if you have taken our advice and are not watching the news, then you can stop reading here and continue to go about your lives.   If, however, you’re like most of us and find it nearly impossible [...]

26 02, 2020

Fear Inoculation – Michael Rogan

By |2020-02-26T14:42:07-05:00February 26th, 2020|International, Media, Outlook|0 Comments

We’re moved to check in with you today as it has come to our attention that some of you may have not heeded our long-standing advice and have been watching the mainstream news media (MSM). Specifically as it portends to the most recent outbreak of a strain of viruses known as coronaviruses, first discovered in [...]

24 02, 2020

Yes, There Was a Housing Bubble, But Not Now – Wesbury’s Outlook

By |2020-02-24T22:22:28-05:00February 24th, 2020|Financial, Interest Rates, Outlook, Policy|0 Comments

One of the worst bipartisan policy decisions in the past generation was the aggressive government push in the 1990s and 2000s to promote homeownership, beyond what the free market could handle. Policymakers encouraged Fannie Mae and Freddie Mac to gobble up lots of subprime debt, in turn boosting lending to borrowers who couldn't handle their [...]

22 01, 2020

Moderate Growth in Q4 – Wesbury’s Outlook

By |2020-01-22T15:40:59-05:00January 22nd, 2020|Bullish, Employment, Fed Reserve, Financial, Interest Rates, Outlook, Policy, Uncategorized|0 Comments

Back in mid-November, the highly respected GDP forecasting model from the Atlanta Federal Reserve Bank (also known as "GDP Now"), estimated that real GDP would only grow at a 0.3% annual rate in the fourth quarter, which, if accurate, would have been the slowest growth for any quarter since 2015. At the time, we were [...]

16 12, 2019

S&P 3650, Dow 32500 – Wesbury’s Outlook

By |2019-12-16T21:22:37-05:00December 16th, 2019|Bullish|0 Comments

A year ago, we projected the S&P 500 would hit 3100 at the end of 2019. In spite of the swoon in equities in the fourth quarter of last year, we didn't see a recession coming and our model for estimating fair value for the stock market was screaming BUY. At mid-year, seeing the economic [...]

9 12, 2019

Good News is Good News – Wesbury’s Outlook

By |2019-12-09T13:30:49-05:00December 9th, 2019|Bullish, Employment, Financial, Outlook, Policy|0 Comments

A year ago, conventional wisdom became convinced that a stock market correction was really the beginning of a "bear market," and a sure sign that recession was on its way. Oops. Conventional wisdom was wrong again. The Pouting Pundits still talk about ISM surveys being weak, and fret that a trade war is brewing. But, [...]

4 11, 2019

No Recession on the Horizon – Wesbury’s Outlook

By |2019-11-04T16:13:33-05:00November 4th, 2019|Fed Reserve, Financial, GDP, Interest Rates, Outlook, Policy|0 Comments

Since the earliest days of the current economic expansion, there have been naysayers asserting the US was on the brink of another recession. Remember all the fear about another wave of home foreclosures, or a disaster in commercial real estate, or the Fiscal Cliff, or Greece potentially leaving the Eurozone, or German bank defaults, or [...]

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