At The Money: Bill McBride on What Data Matters and What...
At the Money: What Data Matters and What Doesn’t (April 24, 2024) Bill McBride has spent the past 20 years...
What Recession? State Coincident Indicators
Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a...
U.S. population distribution, 1975-2050
We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like,...
State Coincident Indexes Improve
A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the...
CPI Increase is Based on Bad Shelter Data
I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3%...
Monthly NFPs Are Rounding Errors
You may have missed the most important data point in today’s Employment report. It wasn’t that Nonfarm payrolls...
What Do World War II & Covid Have in Common?
We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor Light posting as...
Historical S&P 500 Return Calculator
I have been playing with Nick’s S&P 500 calculator, and it’s pretty damned, cool. He used data from Robert...
Where’s Everyone Going?
Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist
Core or 16% Trimmed-Mean CPI?
A quick note on today’s BLS report on the Consumer Price Index (CPI), which rose 0.2% in July on a seasonally adjusted...