Roger Arnold is the chief economist for ALM Advisors, a Pasadena, Calif.-based money management firm specializing in income-generating portfolios. Concurrent with his other business responsibilities, Arnold was a radio talk show host for 15 years. He focuses on behavioral economics and chaos theory, better known as the "butterfly effect." He explains the relationships between political, economic and social systems, and how they are all reflected in the financial markets -- stocks, bonds, commodities, currencies and real estate.

The available tools are no longer adequate.
The Atlanta Fed makes some noise with GDPNow.
Could this reflect a shift toward more accurate reporting?
There's too much evidence for Fed to think it's transitory.
As housing pattern repeats itself, there are still investment options.
Default is inevitable, but Germany's likely to be damaged.
Hopes for recovery boost homebuilders this time of year.
Evidence mounts of altered consumer patterns.
Longstanding purchasing patterns no longer apply.
Economic activity there is decelerating much faster than claimed.

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Not only a mega acquisition of Salesforce (CRM) by Microsoft (MSFT) can save the market from declines across t...
I have added across the board and aggressively to my long exposure in this sector.
The powerful surge that followed UPS's April 28th earnings report has hit a wall. Shares jumped over 3.4%...
GDP
After the wider than expected Trade Deficit Goldman Sachs has reduced their 1Q2015 Real GDP tracking estimate ...

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