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Irrational Exuberance Speech 25 Years Ago

The stock market is up 6x since the "Irrational Exuberance Speech." The ValueAligned Model portfolio (VAP) is up +23.0% as of Wednesday, December 29, 2021, while the S&P 500 Index is up +29.4%. That includes all dividends reinvested into the index and the VAP We...

Hong Kong Retail Sales Takes a Nose Dive

What happens when your stores are blocked with protestors every weekend. Hong Kong retail sales have tanked since protests began.  In the months leading up, retail sales had been contracting year-over-year for four consecutive months. The reading for May came in at...

Light Vehicle Sales Per Capita: Latest Look at the Long-Term Trend

 Light Vehicle Sales report from the Bureau of Economic Analysis adjusted for population. This data series stretches back to January 1976. Since that first data point, the Civilian Noninstitutional Population Age 16 and Over (i.e., driving age not in the military...