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Monthly Archives: January 2023
Shipping Rates, Excess Demand, & Inflation
Shipping rates are a real-time indicator of excess demand and are down yuuge, now 93 percent lower than the September 2021 peak. We have always maintained that the inflation the economy is/has experienced has primarily been driven by excess demand … Continue reading
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QOTD: Human Capital Formation
QOTD = Quote of the Day h/t: Donna Brazilie
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QOTD: China’s Wild Horses
After Chinese tech giants, Alibaba Group Holding Ltd. and Tencent Holdings Ltd., experienced their first-ever quarterly revenue drops and cut jobs by the thousands in 2022, hear this: Xi Jinping has tamed the wild horses of the private sector… But the problem is … Continue reading
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