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Technology Stocks : Semi Equipment Analysis
SOXX 295.95-1.2%3:58 PM EDT

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From: Sam3/10/2013 7:48:29 PM
1 Recommendation   of 85446
ECRI is sticking to their recession calling guns. Here are links from their website to a series of interviews done last week along with ECRI's brief summaries of what is in each interview.

Interview Summary
In a few interviews this week we discussed ECRI’s recent presentation, Recession in the Yo-Yo Years. Each interview clip covers different aspects of that presentation as described below.


Coincident indicators, including GDP, are consistent with recession starting mid 2012
Stock prices can rise during recession
Policy makers targeting market prices
Mild vs. severe recession

Bloomberg Part 1
The Fed's recessionary stall speed measure stalled in 2012
Year-over year jobs growth is slowing, not accelerating
Nominal GDP growth recessionary
ECRI April home price growth upturn call & recent Leading Home Price Index decline

Bloomberg Part 2
Stocks prices and recessions
Fed targeting financial assets, including 401(k)s
Plunging velocity of money since 2011
ECRI April home price upturn call, and recent Leading Home Price Index decline

Yahoo Finance
Weak incomes and recession
Stock prices have risen during three of the past 15 past recessions
The difficulty of “real-time” recognition of recession
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