Thursday, July 30, 2020

The Bipolar States

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Two pictures. Two diametrically opposed realities. Yup, it’s official folks... the US is bipolar - someone pass the lithium.... ...
Tuesday, July 28, 2020

Signs Of The Times

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Short post today... markets continue in LaLaLand mode despite ever increasing COVID cases, choosing to focus instead on the eventual future...
4 comments:
Wednesday, July 15, 2020

US Economy: The No-Fly Zone

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If the US economy is bouncing back strongly, how come air travel is not?  The chart is from data by the TSA, and shows passenger traffic do...
Monday, July 13, 2020

The Debt And COVID Crises - A Markets Retrospective

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Today’s subject is the similarity between the Debt Crisis and the COVID Crisis. Seemingly, there is none -  but if you go back to my old ...
Tuesday, July 7, 2020

There’s Only One Buyer -The Fed

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Sooner or later (my bet is sooner) investors and speculators will realize that the Fed is currently the only major buyer for US stocks and ...
Monday, July 6, 2020

Smart Money Moves - Warren Buffett

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Berkshire Energy announced a $9.7 billion deal to acquire the natural gas pipeline and storage facility business of Dominion.  It is being ...
4 comments:
Friday, July 3, 2020

Employment Data - Not All Job Gains Are Created Equal

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According to the Bureau of Labor Statistics (BLS) the US added a total of 7.5 million jobs in May and June, after suffering a massive wave ...
Wednesday, July 1, 2020

Consumer Spending Will Make Or Break The Economy

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Personal consumption makes up the vast majority of GDP in the United States, currently around 68-69% (see Chart 1). Chart 1 So, wh...
1 comment:
Tuesday, June 30, 2020

Proximity Blindness

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Seven States that are currently experiencing the sharpest rises in new daily COVID cases account for  35.5% of total US GDP:  CA, TX, FL, G...
Monday, June 29, 2020

Reading The Tea Leaves

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Charting is an arcane art form 👽 at best and total mumbo  jumbo 👹 at worst.  Yet, it has its uses.  With no further ado, a long term char...