Productivity Puzzle Becomes More Complicated
We’re More Productive Than We Think Technology has raced ahead of the tools we have for measuring economic output. Bloomberg,...
Polling Errors and Other Noisy Data Series
Salil Mehta has been writing about polling error, and while I don’t always reach the same conclusions he does, I find his work...
Evidence Based Investing Conference November 15
We are less than a month away from our first annual Evidence Based Investing Conference, coming to NYC on November 15th....
Demographics & Housing
These three charts tell the tale of the US housing market: click for ginormous charts Source: Deutsche Bank Torsten Slok
Trump’s Underestimation of Newspapers May Have Cost Him...
“I never quarrel with a man who buys ink by the barrel.” So said former Congressman Charles Brownson, a Republican from...
How Do Hurricanes Impact BLS Data ?
Here is a wonky data collection question: With a hurricane bearing down on Florida, how does the BLS deal with potential disruption in...
4Q 2016 Guide to the Markets
Its everybody’s favorite chartbook! I look forward to this quarterly deck. The latest update is 71 pages jam packed with updated...