by Robert Waldmann  (lifted from Robert’s Stochastic Thoughts) The Empty Quarter, Greenwich and the Mason Dixon Line I recall being surprised to learn that I was born, bred and then living South of the Mason Dixon line. I considered the border between North and South to be the Patomac river (honestly felt I was entering enemy […]

by New Deal democrat Q4 Senior Loan Officer Survey says … The Senior Loan Officer Survey is one of my list of long leading indicators. The Q4 report came out yesterday. The news wasn’t good. This post is up at Seeking Alpha. Meanwhile, since the dates for publication of neither housing permits nor Q4 GDP were […]

 by New Deal democrat Weekly Indicators for January 28 – February 1 at Seeking Alpha My Weekly Indicators post is up at Seeking Alpha.There are continuing if small shifts in all of the long leading, short leading, and coincident timeframes.

(Dan here…lifted from Robert’s Stochastic Thoughts) Reagan’s Tax Cuts and the Volcker Recession  Max Boot is a candidate member of the Rubin Gerson can’t be a conservative anymore, because I always agree with them club of Washington Post columnists. But he is a bit confused about US macroeconmic history and macroeconomics. He wrote”The deficit spending […]

by Joseph Joyce Global Firms, National Policies Studies of international transactions often assume that national economies function as separate “islands” or “planets.” Each has its own markets and currency, and international trade and finance occurs when the residents of one economy exchange goods and services or financial assets with those of another. The balance of […]