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.

Not right away, at least, and that won't help the housing market.
Opposition to Clinton came from high AND low.
Hopes for infrastructure spending aren't looking any better than before.
Market should be careful what it wishes for.
Means for addressing nonperforming mortgages may make the problem worse.
Economic reports contradict the way things are supposed to work.
Is this just another example of playing politics?
Is there an attempt to affect the U.S. elections by indicating the economy is stronger than it is?
Economic data is signaling that secular deceleration in growth is still well in force.
A rate hike could prompt borrowers to unwind carry trades, leading to a vicious asset deflationary cycle.

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