Recent Posts

Perhaps the unemployment increase is supply related (workers coming back) and not the classic demand loop.  Many rules have been broken since the pandemic, so perhaps the “Sahm Rule” is next to fall.  Last year had two quarters of a…

Mr. Baron reflects on the progress of the U.S. economy since the 1960s when it seemed the world was falling apart.  In the earlier video, he is excited about Tesla’s imminent rollout of $25,000 cars within a couple of years.

Mr. Griffin says that instead of us saving for a rainy day, “We’re spending, at the government level, like a drunken sailor.”  He thinks the rise in the 10-year is due to the strong economy coupled with large, unsustainable deficits. …

Mr. O’Leary has a unique vantage into the small business world – of which data is actually current – and thinks America is “downsizing”.  Large purchases in young people’s lives will be substituted by smaller things – smaller houses, autos,…

Nor is there a sign of a recession or a dramatic slowdown.  There is no indication of significant layoffs.  Mr. Harris thinks that the most depressing thing about the economy is the constant recession predictions – when there are none. 

Less apparel, fewer toys and less home items are being bought, so there are some areas in the economy where there is a recession.  This is a reversal of the prior years in which they were chasing demand. Mr. Cornell…

Mr. Eisman doesn’t think the Fed will lower rates next year (unless there is a bad recession) and would avoid buying the 10-year.  He seems to agree with Robert Kaplan that the economy won’t slow down due to the fiscal…