Is the Fed the only reason for the bull market?
Macro/Econ
Underestimate the U.S. Economy at Your Own Risk
Betting against the U.S. economy has never been a good idea.
Finding Some Middle Ground Between Paul Volcker & Jerome Powell
The Fed can’t save us from inflation (yet).
Do Government Bond Yields Still Matter as an Economic Signal?
Why are interest rate still so low if inflation is so high?
What’s Going to Put an End to the Labor Shortage?
The relationship between the savings rate and the labor market.
Some Thoughts on the Highest Inflation Rate in 30 Years
High inflation is going to be a huge story over the holidays.
The Inexorable March Higher in Profits
Don’t bet against America.
The United States Has Been Going Broke For Decades
Why Social Security and Medicare are going to eat up so much of the government’s budget going forward.
Economic Side Effects From the Pandemic
Looking on the bright side of some current economic problems.
Why U.S. Housing Prices Aren’t as Crazy as You Think
Comparing housing markets around the globe.