When we food shop, we find ourselves going for the name brands rather than the private brands. We do find a difference in taste comparisons. It has happened enough time in finding some private brands tasting very different from what we are used to eating. Cost is a factor when it comes to canned goods […]
When you think of a community, often times we think of a town or a part of a city as being a community. So, when the hospital closes there is always another one nearby. Think a little larger and expand this to a county or a region. The travel become longer and more time consuming […]
If one were to attack real-spending as an issue to our economy and wish to lower spending, one of the places to look is commercial healthcare insurance. If I were the richest jumping -jack in the world, I would target Medicare Advantage which is paid extra to provide fundamental healthcare and up codes the service […]
– by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. The yield curve is now almost entirely un-inverted, but in part because longer term interest rates have risen (not such a good thing). Meanwhile a variety of short leading indicators stepped on rakes this week, which may be noise, or may be […]
Dollar Stores Are Flashing a Warning Sign About Lower-Income Consumers. WSJ, Jinjoo Lee. Belt tightening from Customers at Dollar stores. Inflation has eased, wage growth has been decent and Americans on average still have more in savings than they used to pre-pandemic. Some might even say the economy has reached a much-vaunted “soft landing.” Low-income consumers, […]
Jobless claims: with a dash of seasonality salt, trending towards weakness – by New Deal democrat As expected, jobless claims declined from one week ago, as the delayed Thanksgiving week seasonality moved out of the numbers. Initial claims declined -22,000 to 220,000, while the four week moving average increased 1,250 to 225,500. With the typical […]
Real retail sales on the cusp of breaking out of their multi-year doldrums – by New Deal democrat Consumption leads employment, and as I reiterated yesterday real per capita retail sales has a history as a long leading indicator. Which means that retail sales for November, which rose 0.7% nominally, continues its recent strong string […]
– by New Deal democrat I haven’t “officially” updated my take on the long leading indicators – those that forecast a recession at least one year beforehand – in almost two years. That’s because the hurricane force tailwind of the supply-side deflationary unlinking of the global supply chain completely swamped everything else. So if I […]
I am sitting out here in Arizona watching the Semiconductor plants being built. The one we are closest to has been going on for two years now. I am going to guess it is near completion. TSMC Arizona’s first fab is on track to begin production leveraging 4nm technology in first half of 2025. Upcoming […]
I subscribe to The Atlantic and have done so for years. It would accompany me on long trips to Asia where I would fall asleep at one page, wake up later, and start reading where I left off. Spending 13 hours in a plane to Norita requires some type of brain stimulation. And then from […]