January 8, 2024
We have mentioned in the past how we are skeptical of the reliability of some government numbers relating to the economy that we have seen over the last few years. This is not a political statement. This is simply an opinion after watching governmental numbers and...
December 18, 2023
The Federal Reserve pivoted off of “higher for longer” with regard to interest rates at this week’s meeting. Chairman Powell came into the Fed meeting being quoted as recently as December 1 saying “We are prepared to tighten policy further” implying that they may not...
December 11, 2023
Analyzing the current performance of the entire U.S. economy is clearly a subjective endeavor. There are some obviously very good things going on in some manufacturing and tech industry spaces. On the other side of the coin some industries -such as residential home...
October 23, 2023
Welcome to October – as happens quite often this time of year, the last couple weeks have brought quite a lot of uneasiness to financial markets. The war in Ukraine continues and now the world has added a second “war” with the violence between Palestine and Israel....
October 2, 2023
Negativity continues to circulate in the financial media and recently some well known economists at Morgan Stanley have focused their antagonism toward the US consumer. Some of the news we have already commented on in this weekly post include some horrendous existing...
August 7, 2023
Strange economic numbers continue to show up in our post-Covid world and the most consistently surprising of these numbers has to do with employment… “If every unemployed person in the country found a job, we would still have 4 million open jobs.” – U.S. CHAMBER...
