GDP / Jobs Disconnect ?
Since the second quarter of ‘03, its been my thesis that this has been a unique recession/recovery cycle. What marks this run as rare...
The Natural Result
Quote of the Day “The salient example is the greatest victory ever won in an initiative campaign: The famous Proposition 13 tax...
Why Political Investigations are Different under Bush than Clinton
Susan Page wrote a fascinating piece in USA Today last week. It seemed to have gotten lost in all the blackout coverage. That’s too...
Bad Medicine, part I
On Thursday, I suggested that Warren would step up to the plate and make the tough call: Buffet’s unbelievably success has been about...
The Legitimator!
WSJ: Schwarzenegger Enlists Buffett To Supply Financial Muscle Whether the pun was intended or not (Ah-nold being a bit muscular himself)...
Political Mulligan!
Towards the end of April, we raised the idea of “Economic Mulligan;” The War in Iraq gave the economy a “do over,” rationalizing...
OMB Watch: Disturbing Pattern Emerging on Government Budget...
I do not have a whole lot of familiarity with OMB Watch (described as a “non-partisan nonprofit”), but they raise some rather...
Productivity & Unemployment
After this week’s Fed non-event, comes a busy, back end loaded week of economic releases. Most important to our economic thesis will be...
The Value of Political Polls and trend analysis
Consider these two articles from Business Week: Bush in ’04, Even with This Economy, AUGUST 4, 2003 Suddenly, He’s...
2004 Deficit: $600 Billion+
Stan Collender is managing director of the Federal Budget Consulting Group at Fleishman-Hillard (And the author of The Guide to the...