Category Archives: Economics

Small Car Big Car: Preferences Or Relative Price?

Posted on July 14, 2019 by

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

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Dollar Impact On U.S. Manufacturing Employment

Posted on July 8, 2019 by

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 →

Posted in Dollar, Economics, Uncategorized | Tagged , , , | 12 Comments

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

Posted on July 2, 2019 by

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 →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 14 Comments

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

Posted on June 27, 2019 by

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 →

Posted in Economics, Geopolitical, Uncategorized | Tagged , , | 16 Comments

The Snowflake Economy & Market

Posted on June 25, 2019 by

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 →

Posted in Economics, Politics, Uncategorized | Tagged , , , , | 14 Comments

When 50 Percent Of U.S. Households Were Insolvent

Posted on June 18, 2019 by

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

Posted on May 27, 2019 by

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)

Posted on May 26, 2019 by

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 →

Posted in Economics, Trade War | Tagged | 1 Comment

Heeee’s Back…Karl, Is That You?

Posted on May 21, 2019 by

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

Posted on May 15, 2019 by

  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 →

Posted in Economics, Uncategorized | Tagged | 1 Comment