Pursuit of Truth in Finance & Economics
Contributor's Links: UPFINA.com

The purpose of UPFINA.com is to seek the truth as it relates to economics, finance and money. We do not have all the answers, but our ethos dictates that we objectively analyze all information. 

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A Big Tail Risk In Strong Dollar Environment
The market is in a phase change as commodities and emerging markets are cratering. That could eventually be bad news for America as trade growth slows and the strong dollar hurts international profits, hurting the S&P 500.
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What Are Leading Indicators Stating About US Households?
Households are in mostly good shape because mortgage debt hasn’t gotten out of hand like last cycle. Slowing student loan debt growth means the next generation may not face the same problems millennials did.
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The U.S. Is Unhealthy
With the CPI showing only 1.9% year over year inflation in medical costs, it’s easy to forget about the extremely high costs Americans pay if you are an economist only looking at the government inflation metrics.
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Core Inflation Hasn’t Done This Since 2008
Inflation could be the most important metric to follow because if it gets too high, the Fed will need to accelerate rate hikes which could cause a yield curve inversion and later a recession.
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Revenue Growth Drives Shareholder Returns
It’s easy to ignore short term cyclical noise, but it’s not easy to have conviction in long term secular market dynamics, especially when it negatively affects your returns.
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Real GDP Per Labor Participant Reveals Truth About Longest Bull Market Since WWII
The stock market is about to be in the longest bull market since World War II if it makes new highs and stays there in the next few weeks.
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STOCKS I FOLLOW

APPL APPELL PETE CORP
FB Facebook Inc
GOOGL Google (A shares)
MSFT Microsoft Corporation

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