America Builds
The Recent Outperformance of Homebuilders Could Last Since the beginning of the year, Homebuilders' equities have been markedly...
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Robert Swigert
- Aug 2, 2022
- 10 min
Both Directions at Once
The God of Change, Janus, to Whom We All Now Kneel The deity of doorways, edges, and verges, Janus is at once both where we are and where...
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Robert Swigert
- Jun 15, 2022
- 7 min
All Things Flow and Nothing Remains
Checking Back in on the Big Inflation Picture Halfway Through the Year, We See Little Has Changed. Yet Everything Has Heraclitus of...
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Robert Swigert
- Apr 13, 2022
- 14 min
The Fed Means Business...Contraction
Inflation Comes in Two Varieties. Understanding Them Sheds Light on Where Prices Are Headed Today the CPI registered an 8.5% increase for...
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Robert Swigert
- Jan 25, 2022
- 2 min
The Winter of Our Discontent
It's going to get a lot colder before we're through What are the markets trying to tell us about where we are in the economic cycle? View...
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Robert Swigert
- Aug 11, 2021
- 2 min
Fed-Vision, by goodstead
A Totally Revolutionary Way to See Inflation Exactly As the Federal Reserve Sees It. Only from goodstead Below, we show what the Fed sees...
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Robert Swigert
- Aug 10, 2021
- 5 min
Okay Everybody, Back to Work
Employment Figures Provide an Unexpected Economic Fillip What a difference a week makes. As we wrote then, employment indicators in the...
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Robert Swigert
- Aug 4, 2021
- 5 min
Slowly, but Surely
New Economic Data Paint a Picture of a World Emerging from Its Slumber--But It's a Cold Spring Q2 US Gross Domestic Product Shows...
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Robert Swigert
- Jul 13, 2021
- 3 min
Who Wants to Buy My Used Car?
Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...
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Robert Swigert
- Jun 23, 2021
- 3 min
It's Enough to Make Your Head Spin
Making Sense of Market Gyrations Recent economic and market developments have caused asset values to change dramatically over the past...
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Robert Swigert
- Mar 26, 2021
- 4 min
Happy/Solemn Holidays, Good Weekend and Spring Break
Green Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...
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Robert Swigert
- Nov 13, 2020
- 3 min
The Paradox of Thrift
Or, When Vice is Virtue, and Virtue Vice Personal savings rates in the United States have been on something of a wild ride this year. ...
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Robert Swigert
- Oct 22, 2020
- 2 min
Whither Bonds?
Yields on the 10 year and 30 year increase as US Government obligations go on sale The 10-year yield is up .3%, and the 30-year yield is...
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Robert Swigert
- Oct 14, 2020
- 2 min
IMF Changes its Tune on Austerity
Developed Governments Can Finance Expansionary Fiscal Policy After All What a difference a decade makes. After an unnecessarily prolonged...
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