Last month, I mentioned that CPI inflation measures were based on lagging BLS measures of Owners’ Equivalent Rent...
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At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. But how...
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Remember Squid Game? Written and directed by Hwang Dong-hyuk, “Squid Game” made its debut on Netflix on September 17, 2001. It...
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Tyler Cowen and his colleague Alex Tabarrok write some interesting posts over at Marginal Revolution. Sometimes I agree with them,...
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No, “nearly half” of $94.5 billion in retail inventory losses in 2021 was not “attributable to organized retail crime.”...
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The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the...
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By now you surely know the story: In 2019, Elon Musk unveiled the Tesla Cyber truck, making all sorts of amazing promises....
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This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes...
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We spend way too much time trying to predict the future (especially this time of year). Rather than engage in futility, let’s...
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Most people don’t know that it is the editors, not the writers, who craft headlines. This should be common knowledge...
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