Rolling Recessions & Recoveries

(1) The long good buy. (2) The oil industry’s rolling recession has come and gone. (3) Texas and North Dakota are not the only oil-producing states. (4) Warehouse clubs, super-stores, and online retailers killing department stores. (5) The auto industry may be next on the disassembly line. (6) Another happy hook for another earnings season. (7) Broad-based earnings recovery. (8) Q1 consumer spending disappointing, but household formation is looking better. (9) Increase in households led by owner-occupiers rather than renters. (10) Record-high standard of living for average American household.