Krugman, Cowen, Sumner Get it Wrong on on Wicksell
I found this discussion online via Tyler Cowan’s excellent blog “Marginal Revolution”. I sent it to our “Davidson” since he … Read more
I found this discussion online via Tyler Cowan’s excellent blog “Marginal Revolution”. I sent it to our “Davidson” since he … Read more
The National Association of Home Builders Housing Market Index (HMI) was reported at 42-see the LIGHT BLUE LINE. This … Read more
One can get a perspective on the historical level of the S&P 500 vs. the Industrial Production Index by … Read more
“Davidson submits: The media has been reporting over and over that the “Market rise is due only to low rates … Read more
“Davidson” submits: Economic expansion is all about Supply/Demand and at recessionary levels we see ~2% RGDP as the basic demand … Read more
As I said (and have said repeatedly for the past three years) the job market continues to mend. March’s jobs … Read more
I rarely comment on a single report when they are first released because, well, they are revised by such a … Read more
Mr. Benmosche, First, let me say I’m a big fan, correct that, a huge fan. What you have accomplished at … Read more
Despite the fact that the street was “disappointed” that the ADP number “missed” the 200,000 number “expectations” and came in at 158 … Read more
Here is the actual decision… I’ll post it for you to read since it appears Bloomberg is not before writing … Read more
Mark Perry’s comments at 5:31PM reflect the strong economic fundamentals we are seeing. Use this link to read his full … Read more
“Davidson” submits: There is always a difference between what one can measure as a business return and the price investors … Read more
Now, there are two pieces to this. One, we know there is a shortage of new and existing homes. We … Read more
The Establishment Survey reported employment expanded by 236,000 and the unemployment rate fell to 7.7% and the market looks like … Read more
New Home data was released yesterday with the Monthly Supply of (New) Homes for Sale coming in at a very … Read more