Historical Archives

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The JOLTS Phantom: Hires or Job Openings?

In all honesty, I could start almost any piece I write with the phrase “economists are stumped.” It has become something of a baseline where there is some element or condition of the global economy that doesn’t make sense to them. The latest update in JOLTS for July continues to be faithful to the seeming...

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Hanjin Marooning in San Pedro Bay

Expansions and contractions in global trade have played out over long secular trends for thousands of years.  The Silk Road, for example, was established by the Han Dynasty of China in 130 BC, and allowed for continuous trade between east … Continue reading

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Germany's Trade Shock-----Exports Now Down 10% Y/Y

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Janet-----You're Gonna Have Some 'Splainin To Do!

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How is Real Wealth Created?

  An Abrupt Drop Let’s turn back to our regular beat: the U.S. economy and its capital markets. We’ve been warning that the Fed would never make any substantial increase to interest rates. Not willingly, at least.   Groping in the dark, Yellen-style   Each time Fed chief Janet Yellen opens her mouth, out comes […]

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JPM's Head Quant Warns Volatility Is About To Surge-----Here's Why

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Hillary Clinton’s ‘Exceptionalist’ Warpath

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Why The Fed Is Trapped

“3 Things” is a weekly post of thoughts I am pondering, usually contrarian, with respect to the markets, economy or portfolio management. Comments and thoughts are always welcome via email,  Twitter, and/or Facebook....

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New York Times and the New McCarthyism

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The One Trillion Dollar Consumer Auto Loan Bubble Is Beginning To Burst

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