@TBPInvictus here: I’m not an economist, but I count several very good ones among my friends. (Exciting, right? Note to self: get...
Read More
@TBPInvictus here In my recent piece on U-6, I mentioned that the labor force participation rate (LFPR) is a favorite target for critics...
Read More
Source: JPM Quarterly Chart Book Each quarter, I eagerly look forward to the arrival of JPMorgan’s interactive Guide to the...
Read More
Nice way to show how the investor sentiment cycle lags behind the business cycle, yet manages to follow it . . . Source: Dunno...
Read More
September Business Cycle Update: Economic instability in China raises the risks of global deflation, but U.S. economy is solid Source:...
Read More
Is the bull market, which started after the lows of early 2009, coming to an end? Let’s have a look at some data, as well as the...
Read More
@TBPInvictus Among the more overlooked data sources out there is the Federal Reserve’s Survey of Consumer Finances (SCF). My guess as...
Read More
How Healthy Is Housing? High-end real estate is doing great; the rest so-so. Bloomberg, June 18, 2015 For...
Read More