So, it was just Labor Day Weekend, and while we all should be out NOT laboring, I spent part of the long holiday weekend thinking about a...
First Half 2022, NBER Edition The debate between the official NBER determination of a recession and the 2Qs approach has been...
Today is Fed day, when we get the 75 bps increase that dramatically increases the odds of a recession. The main storyline...
The CPI data came out today sizzling hot at 9.1%: “Over the last 12 months, the all items index increased 9.1 percent...
In the early days of the pandemic, lots of people (myself included) underestimated both how long Covid-19 would...
Click for animated chart. Source: Flowing Data Fascinating graphic showing how our lives change over time relative to who...
Every music single released has had a “B” side – in the physical format of 45s, there was space for a recording on...
History Shows War Shocks Have a Modest Impact on Equities Market reactions to dangerous events like Russia’s war in Ukraine tend not to...
I notice it every time I fly out to California, Colorado, or Arizona from the East Coast: The vast swaths of untamed wilderness...
The easiest button to press in the world is the one marked “Sell.” It’s a salve for your emotional distress,...
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