Category Archives: Disinflaton

Call The Repo Man

Does anybody remember this cult classic? Looks like he will soon be back in action with a vengeance:  A record share of new car shoppers are being saddled with monthly payments topping $1,000, according to June data from Edmunds. That’s higher than the … Continue reading

Posted in Disinflaton, Economics, Inflation/Deflation | Tagged , | Leave a comment

The Macro Factors Driving The Covid Economy In Two Charts

Here’s a couple of interesting and surprising charts, which explain what has been driving the COVID economy and why the U.S. economy is set up for monster growth over the next few quarters. When the economy fully reopens, we suspect … Continue reading

Posted in Disinflaton, Inflation/Deflation | Tagged , , | 18 Comments

The Great Misread: Secular Lower Prices In Semiconductors

Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices.  Semiconductors are … Continue reading

Posted in Disinflaton, Semiconductor prices, Semiconductors | Tagged , , | 2 Comments