Getting started with Endless Metrics

An overarching metric framework

Since I’ve written a bunch of content since the start of the year and have seen a lot of new subscribers, I thought it might make sense to organize the topics I’ve covered thus far. That way, previous content is easily accessible to anyone who hasn’t had a chance to read it. It also creates broader framework for future articles to fit into that can grow over time. So, here is everything as of March 8, 2020:

Economic Metrics

Gross Domestic Product

1. Personal Consumption Expenditures

   • Goods

   • Services

2. Gross Private Domestic Investment

   • Residential and Inventories

   • Nonresidential

3. Trade

   • Exports and Imports

   • Goods and Services

4. Government Spending and Investment

   • Federal and State

   • Defense and Nondefense

Other

1. Real GDP versus Nominal GDP

2. Inflation

3. Quarterly Changes in US Real GDP

4. Nowcasting GDP

5. Gross Domestic Product for the World

Market Metrics

Stocks

1. Indices

   • Dow Jones Industrial Average

   • An Alternative View of The Dow

   • The S&P 500

2. Valuation

   • Cyclically Adjusted Price-to-Earnings

   • S&P 500 / US Gross Domestic Product

   • S&P 500 / Gross Domestic Product for the World

3. Momentum Indicators

   • Moving Averages

   • Golden Crosses and Death Crosses

4. Other

   • Moving Averages

   • Stock Valuation and Momentum Indicators (February 2020)

   • Putting market losses into context

   • When one -3% drop isn’t enough

   • Points versus Percentages

   • That was the fastest market correction ever

   • Rogue Waves in the Market

Other Market Related Topics

1. Gold

2. Treasuries

3. The Volatility Index

Special Topics

Coronavirus

1. Pandemic? It’s still early…

2. Forecasting Coronavirus Cases

3. Forecasting Long-term Wuhan Coronavirus Cases

4. Helpful Coronavirus Resources

5. Five Useful Coronavirus Charts

6. Forecasting Long-term Wuhan Coronavirus (nCoV-2019) Mortality Rates

7. Beware! The Coronavirus Stock Market Narrative

8. Forecasting Wuhan Coronavirus Cases (Performance Update)

9. Did we just see the inflection point of the Wuhan Coronavirus outbreak in Hubei?

10. The Wuhan Coronavirus Death Rate Is Climbing

11. Forecasting COVID-19 Cases (Second Performance Update)

12. Four critical charts to watch as the coronavirus spreads globally

13. Quantifying COVID-19's Impact on Markets and the Economy in Eight Charts

Other

Good Articles

Helpful Resources