Ben Stein: Wrong About Earnings
The (unfortunately under-rated) Dylan Ratigan is hosting Kudlow & Company tonite, and one of his guests was Ben Stein. I’ve...
Time to Bet Against the U.S. Consumer?
For at least the past decade, anyone who has bet against the resiliency and unending spending capacity of the U.S. consumer has decidedly...
Chart of the Week: Savings as a % of Disposable Personal Income
The U.S. savings rate has plummeted since 1980, from over 10% to under 1%. Savings as a % of Disposable Personal Incomeclick for larger...
Ten Useful Economic Lessons
Dr John Llewellyn, chief global economist at Lehman Brothers, writes about lessons from 35 years as a professional economist: 1) Economic...
Even More LEI silliness
An emailer (who insists on anonymity) asks: "Aren’t you done Bitch-slapping the Conference Board yet?" Umm, no....
A Brilliant Idea!
I have a fantastic idea, and I only hope that the Institute for Supply Management (ISM) and The National Association of Realtors...
Has Oil Reached the Tipping Point?
One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....
Forbe’s: Awaiting Housing’s Big Chill
I did a video interview yesterday with Forbes’ online unit (you can see the whole thing here). This is what I look like after...
Sunday Nite Linkfest
I’ve been travelling, working on two killer projects (one finance related, the other, a deadly research piece on the music...
Understanding the Inverted Yield Curve
There’s been a few comments intimating that, well, maybe an Inverted Yield Curve ain’t so bad. I have to disagree in the...