Mish Shedlock | TalkMarkets | Page 191
Investment Advisor Representative - Sitka Pacific Capital Management
Mike Mish Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Visit Sitka Pacifics Investment Management Page to learn more ...more

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Spotlight On Emerging Markets And US Treasuries: Are Bonds Sending A Signal?
The emerging market trade has blown up. An "everything bubble" disaster awaits. Meanwhile, what about treasuries?
Poland, The Next Turkey? Spotlight On The Zloty And External Debt
Poland's external debt is as bad as Turkey's. If the EU does limit assistance to Poland, the Zloty is highly likely to come under pressure.
July Housing Starts: Economists Miss The Mark Badly
The New Residential Construction report shows continued weakness in housing.
An Eye On M1, Cyclicals, And Junk Bonds: What Matters?
If junk bonds remain weak, the stock market is highly likely to follow.
Retail Sales Jump 0.5% In July, June Revised Lower
The U.S. Census Bureau announced the advance estimates of U.S. retail and food services sales for July 2018.
Productivity Up 2.9% - Real Hourly Earnings Down: Thank You Fed!
From the second quarter of 2017 to the second quarter of 2018, productivity increased 1.3 percent, reflecting a 3.5-percent increase in output and a 2.2-percent increase in hours worked.
SEC Subpoenas Tesla Regarding Privatization Plans And Musk's Statements
The SEC launched a formal investigation into Tesla by the SEC over Musk's allegations.
Pension Liabilities Skyrocket: It’s The Promises, Stupid
Unrestrained benefit growth is behind many state fiscal crises: Special spotlight on Illinois.
Tesla's Hail Mary Play And Convertible Bond Hokey Pokey
Elon Musk's Tweet about going private was likely an act of desperation. Tesla will not meet stated profitability goals.
Household Debt Hits Record High $13.29 Trillion Led By Mortgages, Student Loans
At least 1/3 of the auto loan originations are subprime.
Import Prices Flat, Export Prices Decline 0.5%
Prices for U.S. imports recorded no change in July, the U.S. Bureau of Labor Statistics reported today, after edging down 0.1 percent in June.
Household Income And Spending Projections Vs Current And Projected CPI
Median inflation expectations at both the one- and three-year horizons were unchanged at 3.0 percent for the third straight month.
Crypto Bubble Unwind Images: Fast In Altcoins, Slower In Bitcoin
Ripple, the number three cryptocurrency is down 89% from the top, Ethereum 76%, Bitcoin 67%.
Washout: Big And Small Specs Barely Net Positive On Gold As Shorts Pile On
The Commitment of Traders (COT) reports come out on Friday. They reflect futures positioning as of the prior Tuesday. Bearish sentiment is now extreme. Speculators are the least-long in gold futures that I can remember.
Trump Praises Mexico, Threatens Canada With Tariffs On Cars
President Trump says a deal with Mexico is moving nicely but Canada must wait, the barriers are too high.
Real Wages Decline Year-Over-Year
Production and supervisory workers are working longer hours and taking home less pay in real terms.
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