I have been a consistent critic of survey “data” and polling, along with traditional measures of sentiment. There are...
I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to...
My long-standing skepticism about survey data has reached the point where I feel compelled to comment on the current state...
I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...
One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...
I love FRED — I am a big user of their charts and data (and even their swag). Where I go full heterodox are in things like...
It’s a summer Friday and nobody has the patience for a long rant about whatever foolishness is bothering me today. So instead, a...
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...
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