Thanks for putting this article up! What indicator/data set are you using to distinguish "growth up" from "growth down" and from a "flat" a situation where neither applies?
I listened to your podcast on forward guidance yesterday. If I understand correctly, the government "crowding out" private investments is not based on quantity of money but on velocity. According to Lacey Hunt government spending creates less economic activity than private sector to the point that in can even be negative. MMTers count bridges to nowhere as "productive" under GDP but it's just misleading name.
2009 "Lag Effect" of a Bear Steepening Curve in 2024?Took awhile but the 2009 smart money will finally be correct!
Ahem: Today the FED is technically insolvent and has a 2023 $140 Billion Balance Sheet Receivable from, soon to be in a recession, US Taxpayers = the zenith of Credit Event write offs? Does FED deranged mismanagement have a Buyer of Last Resort? Short answer is NO, gold bullion might be a purchasing power option?
Does the author respond to questions on here? Is there a way to send the author questions?
What is the source of your private payroll data? I can't seem to replicate the numbers shown in your charts. Is this ADP/ BLS? Non-farm payrolls total private? Thanks.
What is the source of your private payroll data? I can't seem to replicate the numbers shown in your charts. Is this ADP/ BLS? Non-farm payrolls total private? Thanks.
Thanks for putting this article up! What indicator/data set are you using to distinguish "growth up" from "growth down" and from a "flat" a situation where neither applies?
I listened to your podcast on forward guidance yesterday. If I understand correctly, the government "crowding out" private investments is not based on quantity of money but on velocity. According to Lacey Hunt government spending creates less economic activity than private sector to the point that in can even be negative. MMTers count bridges to nowhere as "productive" under GDP but it's just misleading name.
Very timely and extremely well done!!! Lot of talk about this but probably little knowledge!!!
Fun read and quite informative. Good little refresher
Thank you!
2009 "Lag Effect" of a Bear Steepening Curve in 2024?Took awhile but the 2009 smart money will finally be correct!
Ahem: Today the FED is technically insolvent and has a 2023 $140 Billion Balance Sheet Receivable from, soon to be in a recession, US Taxpayers = the zenith of Credit Event write offs? Does FED deranged mismanagement have a Buyer of Last Resort? Short answer is NO, gold bullion might be a purchasing power option?
Excellent article! I'm looking out for the 10Y-2Y yields to flip positive as one of the market-topping indicators.
You can write me here or on my email attached to my subscription. Thanks.
Does the author respond to questions on here? Is there a way to send the author questions?
What is the source of your private payroll data? I can't seem to replicate the numbers shown in your charts. Is this ADP/ BLS? Non-farm payrolls total private? Thanks.
What is the source of your private payroll data? I can't seem to replicate the numbers shown in your charts. Is this ADP/ BLS? Non-farm payrolls total private? Thanks.