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Browsing yearly archive
2019
Some thoughts on Lyft’s IPO
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The coming earnings recession
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“Trump unchained” moves on to border security and Europe
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More on retail sales, plus Amazon, Facebook and the national emergency
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How to interpret rising claims and the horrible retail sales figures
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A few thoughts on the populist political environment in the US
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IMF backs Fed rate pause citing rising global risks, Japan decelerates
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German Social Democrats abandoning third way rhetoric
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On speculation about the ECB restarting QE due to slowing growth
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Jobless claims are now flashing red too
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