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Chart of the Day: Capital Goods Less Aircraft Shipments Back To March 2000 Levels

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The GOP's Obamacare Lite: Retreat, Retweak, Rename, Renege

We have always said "repeal and replace" was a political scam perpetuated by the spineless GOP congressional leadership, and that it would soon bite the clueless Team Trump in the posterior. Now comes the outline of Speaker Ryan's plan, and self-evidently it's a big nothing-burger that makes a complete mockery of the Donald's campaign pledge.

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February 27: Daily Contrarian Reads

My daily contrarian reads for Monday, February 27th, 2017.

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Chart of the Day: 30% of Undocumented Immigrants Live in Calif, New York and Washington DC

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Chart of the Day: Prospective 12 Year Stock Portfolio Returns Just Dropped To Lowest In History

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Chart of the Day: This Isn't Deflation---It's Massive Club Med Capital Flight Hiding In Target2

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The Orange Swan Cometh, Part 1

MarketWatch finally came up with a timely headline yesterday, noting that "Geopolitical black swans are the stock market's biggest ri

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February 24: Daily Contrarian Reads

My daily contrarian reads for Friday, February 24th, 2017.

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Chart of the Day: CBO Projects Debt At 145% Of GDP By 2047---If There Is Never Another Recession!

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Chart of the Day: Good Job, Mario! Europe Has Been Crushed To The Flat Line

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David Stockman's Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s personally curated insights and analysis from leading contrarian thinkers.

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