Economic data is a direct refelction of how that data is collected and measured. Changing the calculation metrics will produce different endogenous results. As always, I present to you this discussion as a questioning mechanism to look beyond the headlines which are not only based on this potentially misleading data due to measurement issues but […]
Data Measurement Changes and The Path to Manipulation Read More »
And why are all the restaurants and cafes busy and everyone is traveling?! Credit cards! Give a person the lead way to spend and they will consume. Move over ricardian equivalency. There are effects to people having “money” aka CC to spend now. “Because investors &
And why are all the restaurants and cafes busy and everyone is traveling?! Credit cards! Read More »
Did you know that in actuality the government has only truly shutdown only 4 times in US history for more than 1 business day? Therefore, this is a significant issue that impacts many areas of our lives especially further loss of confidence in the US government, so let’s explore. However in order to fully understand
Government Shutdown Has You Down? Think Again! Read More »
I maintain Framing is everything! Look at the headlines regarding job reports today:25% below expectations and headlines read “slightly” Take away message: Question everything and always look under the hood! That’s what we do on @TheROShowPod Truth, Transparency, Freedom!
I maintain Framing is everything! Read More »
Case closed! Government spending accounting for about 1/5 of GDP bloats (manipulates) GDP numbers!Not a strong private sector rather massive gov spending! Look under hood at table 2:Gov Spending: +42.8% Q3 vs Q2Fed: +22.1%Inventories: +65.5%
Everything is connected. Technology permeates all elements of our life. Exponential change is occurring in way we work & live. Productivity & Deflation should be increasing exponentially. But Inflation, the “hidden tax” & theft, is entrenched. SYSTEMS THINKING is paramount.
Everything is connected. Read More »
Breaking – Change in pattern of recent recessions: employment growth stagnated and unemployment tended to rise for some time even AFTER the recession’s trough was reached. This pattern is referred to as “jobless recoveries.” Unemployment is counter cyclical with timing
Know Your Business Cycles: Money Supply & Inflation Money growth often falls sharply at or just before the onset of a recession. [Milton Friedman and Anna J. Schwartz using data back to 1867, demonstrate that money growth is procyclical & leads the cycle] Inflation is
Know Your Business Cycles: Money Supply & Inflation Read More »
Higher cost of money continued! Higher for LONGER higher cost of debt and capital means:• rerate of risk• lower tier companies & assets – higher interest exp• more bankrupcies• devalution of assets (RE we are looking at you!)• CASH is king
Higher cost of money continued! Higher for LONGER Read More »
I interviewed a family friend and huge success @TheROShowPod where we talk about the FILM BUSINESS and INVESTMENTS! (coming soon) NOTHING, EXCEPT EVERYTHING film Wesley Wang, award winning filmmaker, chess champion, Harvard University student, on his latest short film which
I interviewed a family friend and huge success Read More »
