9/5 NFP Preview: A Bohemian Rhapsody Report

Nothing really matters, anyone can seeNothing really mattersNothing really matters to me Life and BLS data tis nothing more than a Bohemian Rhapsody and without […]

How Retailers Like Walmart Pass on Tariffs to the Public

After listening to Peter Navarro bark like a trained seal on Bloomberg Television this afternoon, I fear this brief thread is more necessary than ever. […]

The Hurricanes Were NOT the Cause of the Bad NFP Report

The media, especially the financial and mainstream media, once again interjected politics to proclaim that the Boeing strike and two major hurricanes hitting the US […]

11.01.24 Non-Farm Payrolls Guess: Pulp Fiction

The recent data series from the Bureau of Labor Statistics (BLS) and US Bureau of Economic Analysis (BEA) reads like a paperback romance novel with […]

BLS Delivers Another Masterful Work of Propaganda

Last night when this author penned a piece predicting what would be a normalized estimation for the non-farm payrolls report, there was little indication of […]

Is it Data, Methodology, or Just Propaganda

For those who are not part of the so called FinTwit (Financial Twitter/X), political, or economic blogosphere a very important debate is raging regarding not […]

Inflation is Still a Volckerian Problem for the Fed

In the days of old, before the media propaganda went insane, a just and wise emperor of the Fed named Paul Volcker gave us stable […]

The Data Mirage from the BLS Continues

Over the past few decades, these pages and in some of the commentary I have offered elsewhere has been somewhat harsh analyzing the data emanating […]

The Faith in Models Will be America’s Undoing

For the long time followers of these pages dating back to 2007, this opinion piece shall not come as a major shock or surprise. But […]

The Cumulative Inflation Dilemma

The media and the Fed seem to have declared victory over inflation this week. If this is your first experience with inflationary periods like this, […]

NFP Preview with a Warning

Ladies and gents, this has been the week of circus clown performers and data as earnings roll in on top of pump and dump artists […]