Year: 2019

Household Net Worth Drop In Q4 Was Second Largest Ever

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ECB Opens The Money Spigot—-Shocks Markets With Recession Fears

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

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Hertz: A Leveraged Airport Parking Lot One Recession Away From Bankruptcy

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The Real Labor Market: It’s About Price And Hours, Not The BLS “Jobs” Count

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Draghi To German Savers: We Come Here To Bury You!

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Living High On The Imported Hog: 2018 Imports Hit $3.12 Trillion, Goods Deficit Was Record $891 Billion

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MAGA Wednesday: Last Car Rolls Off Lordstown Line, 2018 Trade Deficit Hits $891 Billion

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Leveraged Loans Getting Ever More Leveraged—-55% at 5.0X EBITDA Or Higher

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Powell-the-Pivot And The Orange MAGA Man—A Conversation

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