Looking for Direction in All the Wrong Places: We are bombarded with troubling economic news and assume it applies to our companies, but often it does not. ITR Economics CEO Brian Beaulieu suggests that as important as metrics like consumer confidence, interest rates and other metrics may be, the may little or no relevance to your business. Check out his blog post Looking in the Wrong Places for some for some clarity on what to pay attention to….and what to ignore. Also, check out that his comments on whether you should keep borrowing…and that some freight relief may be coming down the highway.
Fair Weather and Fair Value: Economist Brian Wesbury comments on JP Morgan CEO Jamie Dimon’s comment that an economic hurricane is coming…And then explains in a short Wesbury 101 video why despite the recent stock market tumult that the Stock Market is fairly valued.
