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7.5 jobs for every laid off worker
American employment
Feb 3
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7.5 jobs for every laid off worker
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Wednesday Morning Charts
Was October the bottom?
Feb 1
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Wednesday Morning Charts
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January 2023
“Unprecedented Danger”
Plus: Investing charts
Jan 26
1
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“Unprecedented Danger”
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Stock returns and real yields: 1970s
Also, don't let the drama keep you up at night if you're a long-term investor
Jan 25
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Stock returns and real yields: 1970s
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Davos Update: The rich are doing just fine
Also: economic data spooks the market
Jan 19
2
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Davos Update: The rich are doing just fine
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The reality behind today's CPI print
components are starting to break down
Jan 12
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The reality behind today's CPI print
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CIA: How to destroy a company
Or, how companies destroy themselves
Jan 11
2
2
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CIA: How to destroy a company
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What drives equity bear markets?
Also: Atlanta Fed President's full Jan 9 speech
Jan 10
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What drives equity bear markets?
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Jay Powell's biggest fear
Central bankers haunted by demons of the '30s and '70s
Jan 8
2
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Jay Powell's biggest fear
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The Truth about Today's US Jobs Data
The jobs data released by US Bureau of Labor Statistics and ADP over the past two days has appeared very strong on the surface.
Jan 6
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The Truth about Today's US Jobs Data
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Beware of this investments marketing trickery
During bear markets investment marketers resort to the same messaging: think long-term, volatility is normal, invest now or regret it later…etc…
Jan 5
2
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Beware of this investments marketing trickery
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"Nuclear winter" for US housing
Affordability worst in years
Jan 3
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"Nuclear winter" for US housing
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