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Posts Tagged ‘consumer behavior’

Rick Davis: Economic Navigator Extraordinaire

Posted by Larry Doyle on January 20th, 2012 11:12 AM |

How does one measure the real health of an economy that continues to adjust to massive structural changes and has become dependent on various lines of cheap funding provided by Uncle Sam?

Not easily.

It has been a little while since we have navigated upstream to get a real read on the pulse of our economy from one of our Sense on Cents favorites. I am speaking of Rick Davis of Consumer Metrics Institute, who recently penned a commentary entitled, Taking a Closer Look at Mixed Signals.

Rick always provides fabulous insights, and with this review he once again does not disappoint. His navigation system offers the following . . . (more…)

How Can Rick Davis Project 2nd Qtr GDP at -1.5%? This is a MUST Read, Listen, Learn!!

Posted by Larry Doyle on March 29th, 2010 7:17 AM |

If the American consumer represents 70% of our economy, shouldn’t economists study consumer spending as much as possible? Well, one individual, and he is not a trained economist,–he is actually a physicist by trade– has done and is doing just that. Who is this visionary? Richard C. Davis of the Consumer Metrics Institute.

I hosted Richard on my radio show, No Quarter Radio’s Sense on Cents with Larry Doyle Welcomes Rick Davis, last evening. If you have any interest in the economy (and if the economy is even peripherally linked to the markets), you MUST listen to this interview. Those who follow my work know I am not one taken to hyperbole, but last evening’s show was as good as it gets in terms of cutting edge analysis on the economy focused specifically on the consumer. (more…)

No Quarter Radio’s Sense on Cents with Larry Doyle Welcomes Rick Davis, Sunday Night at 8pm ET

Posted by Larry Doyle on March 27th, 2010 9:56 AM |

UPDATE: This episode of NQR’s Sense on Cents with Larry Doyle has concluded. You can listen to a recording of the episode in its entirety by clicking the play button on the audio player provided below. Once the audio begins, you can advance or rewind to any portion of the episode by clicking at any point along the play bar.


If 70% of our economy is driven by the consumer, and Sense on Cents is trying to help people navigate the “economic” landscape, then prudence dictates we drill deeper into how the American consumer is doing during these challenging times.

What drives consumer behavior? How is the consumer adapting his/her personal spending habits? What triggers personal consumption? How can we source this information without being captive to the heavily massaged data provided by the government or industries with inherent bias? Well, if you are interested in learning more you have come to the right place as this Sunday evening from 8-9pm ET, No Quarter Radio’s Sense on Cents with Larry Doyle Welcomes Rick Davis.

Richard C. Davis is the founder and President of the Consumer Metrics Institute. The Consumer Metrics Institute grew out of Mr. Davis’ frustration with the lack of timeliness and poor quality of information available to individual investors about the consumer economy in the United States.

“It became clear to me that nearly all of the so-called ‘Leading Indicators’ available to individual investors were in fact no more timely or leading than last month’s account statements,” he says. (more…)

Does the Market Rally Have Legs?

Posted by Larry Doyle on March 27th, 2009 9:24 AM |

Barring a major selloff in the stock market in the next three days, March 2009 will go into the books as the largest positive month in the stock market since 1974. It all started 3 weeks ago today when the market, if not the world itself, felt like it was ready to end. The question before the court is “does this rally have legs?”

Having seen some stability and pleasant surprises in economic data over the last few weeks, will those trends continue? What prompted some of the stability in the first place?

In the face of consumer and corporate cutbacks in spending and expenditures, the government has been forced to provide relief to consumers. This relief came largely in the form of cost of living adjustments in Social Security and increased unemployment benefits. Were these the only props supporting a 20+% rally in the stock market? Doubtful. Don’t forget, no market ever goes anywhere in a straight line. The market was oversold and many investors as well as short term traders became exceedingly bearish. That excessive level of bearishness was the catalyst for this rally. (more…)

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