Category Archives: Economics

Small Car Big Car: Preferences Or Relative Price?

To paraphrase Freud (maybe), Sometimes the economics is just the economics.         

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Dollar Impact On U.S. Manufacturing Employment

We have been busy on a piece evaluating the U.S. economy under the first 29 months of the Trump administration.  As I used to bark out selling programs as a young kid at Dodger Stadium, “You can’t tell the players … Continue reading

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How Pepsi Once Became The World’s 6th Largest Military

The days of the barter economy. We had to do a double take with this tweet.  Even fact checked it. I had a twitter debate last month with someone comparing current day China with the Soviet Union before the collapse … Continue reading

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On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”

This post seems more relevant than ever as many believe the initial conditions of today are very similar to those of the Spring and Summer of  1914. One wrong turn, one small change in initial conditions can change the course … Continue reading

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The Snowflake Economy & Market

Don’t talk to me about snowflakes.  I have one daughter in college and one about to enter and we have had some very interesting and, let’s just say loud, discussions about free speech,  triggers, snowflakes, and safe spaces.   On one … Continue reading

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When 50 Percent Of U.S. Households Were Insolvent

Not that long ago, by the way. My good friend, David Jones, sent over some new data this past weekend.  We have been busy. Our First Take Not a lot of prose tonight as we will let the data and … Continue reading

Posted in China, Economics, Policy, Politics, Uncategorized | Tagged , , , | 1 Comment

International Trade Balance As A Percent Of State GDP

Our last post,  Trade As Percent Of State GDP (2018),  which illustrated the openness of each state to international trade normalized by the state’s GDP,  provoked our curiosity about which states run the largest trade deficits with the rest of the world. … Continue reading

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Trade As Percent Of State GDP (2018)

Who would have thunk it? Lousiana (petrol products and soybeans), Kentucky (aircraft), Michigan (auto & parts), Texas (oil),  South Carolina (aircraft & auto),  and Tennessee (medical equipment, aircraft & auto, parts), the states most engaged in international trade (i.e., > … Continue reading

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Heeee’s Back…Karl, Is That You?

In case you missed it, or don’t read the Drudge Report,  here is the current banner headline: Should we?  Ah, uh, well…we can’t help ourselves:   YOU HEARD IT HERE FIRST! In February 2018, we looked at the data of the political … Continue reading

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The Economy Heads South

  Today’s ugly retail sales and industrial production data knocked 50 bps off the Atlanta Fed’s GDP Now forecast for Q2 GDP, now down to 1.1 percent.   That’s a big decline compared to the recent Q1 3.2 percent print, which … Continue reading

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