MiB: Neil Dutta, Renaissance Macro Research
This week, we speak with Neil Dutta, partner and head of economic research at Renaissance Macro Research, where he analyzes global...
State Coincident Indicators: November 2022
The Philly Fed’s November State Coincident Indicators snuck out while I was away (1/28/22). There are increasing...
Coincident State Indexes (October 2022)
Source: Federal Reserve Bank of Philadelphia The Coincident State Indexes for October 2022 snuck out last week right before...
Rich Yamarone CUNY Scholarship
5 years ago, a dear friend unexpectedly passed away. Once his crew recovered from our initial shock, we decided to establish the...
What Data Makes NBER Recession Calls?
First Half 2022, NBER Edition The debate between the official NBER determination of a recession and the 2Qs approach has been...
U.S. Cropland Values Hit Record Highs
Source: AgWeb If you are interested (as I am) in Real Estate, then allow me to suggest you consider exploring the world of...
Future Proof is Almost Here!
Over the years, I have been involved in a fair share of investment conferences. This began with the Big Picture Conference at the New...
Lessons From the Future
When it comes to integrating data with investing insights, no one is better than Ben Carlson. I direct you to today’s...
Back to Camp Kotok!
I am away this week for my annual sojourn to Maine, a trip I have been making since 2007. Light posting this week, but here is my...
Surprises? Not Many
“With over 71% of S&P 500 companies finished reporting revenues and earnings for Q2-2021, the revenue and earnings...