THE US ECONOMY IN 2019. “THROUGH THE LOOKING CLASS”

Q3 turnover and composition of circulating capital pdf

GROSS OUTPUT Q3 2019 (spreadsheet)

TABLE 1.14 RATIO OF LOANS TO WORKING CAPITAL 1955+ (spreadsheet)

TABLE 1.14 Q3 WORKING CAPITAL GRAPH (spreadsheet)

 

 

AN ANALYSIS OF US EMPLOYMENT IN 2019 to confirm the Profit Investment Connection still stands.

US 2019 employment analysis pdf

annual increase in employment USA 2019 (worksheet)

ONCE IT WAS THE BANKS THAT WERE TOO BIG TO FAIL, NOW IT IS THE FINANCIAL BUBBLE.

the crash of 2019 or not pdf

NOT THE EXPECTED ELECTION RESULT.

Brexit the Tragicomedy pdf

There is a link in the article that may not work. If it does not please use this one:
https://theplanningmotivedotcom.files.wordpress.com/2019/12/november-2019-p-to-e-ratios-vs-rate-of-profit-pdf.pdf

WILL THE FINANCIAL MARKETS SURVIVE YEAR END RE-BALANCING?

The FED Santa pdf

Table 1.14 annual 1955-2018 Spreadsheet

 

THE EMPLOYMENT DATA, WALL STREET AND THE TRADE WAR.

November 2019 P to E ratios vs rate of profit pdf (ARTICLE)

GRAPH Payrolls vs Aggregate Hours (spreadsheet)

Table 1.14 1996 up to Q3 2019 (spreadsheet)

HUSSMAN FUNDS DEC 2019 PDF (attachment)

 

Answers often raise additional questions. On reflection, the coincidental results when comparing the divergence of P/E ratios and the actual rate of profit to the divergences obtained by more superficial means, such as discounted cash flow, may have revealed a hitherto unknown connection. It may turn out that it is the actual underlying rate of profit that is shaping and giving definition to discounted cash flows. In other words a rising rate of profit will boost future discounted cash flows while a collapsed rate of profit will in turn collapse the cash flow. More research is warranted.

THE TRADE WAR JUST TURNED NASTY.

trade war takes a nasty turn pdf