Month: March 2019

Why Trade Deficits Do Matter—Or The Impossibility Of Borrowing Your Way To Prosperity

By David Stockman. Posted On Thursday March 7, 2019
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Hertz: A Leveraged Airport Parking Lot One Recession Away From Bankruptcy

By David Stockman. Posted On Thursday March 7, 2019
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The Real Labor Market: It’s About Price And Hours, Not The BLS “Jobs” Count

By David Stockman. Posted On Thursday March 7, 2019
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Draghi To German Savers: We Come Here To Bury You!

By David Stockman. Posted On Thursday March 7, 2019
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Living High On The Imported Hog: 2018 Imports Hit $3.12 Trillion, Goods Deficit Was Record $891 Billion

By David Stockman. Posted On Thursday March 7, 2019
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MAGA Wednesday: Last Car Rolls Off Lordstown Line, 2018 Trade Deficit Hits $891 Billion

By David Stockman. Posted On Thursday March 7, 2019
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Leveraged Loans Getting Ever More Leveraged—-55% at 5.0X EBITDA Or Higher

By David Stockman. Posted On Thursday March 7, 2019
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Powell-the-Pivot And The Orange MAGA Man—A Conversation

By David Stockman. Posted On Thursday March 7, 2019
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Here Comes The Fake China Trade Deal, Part 2….

By David Stockman. Posted On Wednesday March 6, 2019
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Repeat Once Again: BTFD Because The Fed See’s A Second Half Pick-Up…In 2008, That Is!

By David Stockman. Posted On Wednesday March 6, 2019
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