I have a new thesis I have been noodling around with: All of those Square credit card processing machines you use to pay for...
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Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...
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Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...
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One of the core philosophical beliefs I hold dear is that the future is inherently unknown and unknowable. This tends to be true for the...
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Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...
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Imagine you had a device that allowed you to peer into the future. You enter a subject matter into this machine, requesting a...
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At least they told us what they were going to do. As much as critics of the Federal Reserve have been up in arms over the fastest...
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Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares”...
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Yesterday I discussed all the reasons why the return to office was not going so well here in the US (even as RTO does much better...
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Normally, I am a fan of Steve Rattner’s work. The former Obama “Car Czar” makes great charts and seems to be a...
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