Relevant and even prescient commentary on news, politics and the economy.

Medigap Coverage by Race, Income, Health Status, and Age

This commentary is a breakdown of Figure 1 detailing each of the results and purposes of Medicap. I favor graphs as it is far easier to understand than reading a few pages. The charts do show issues such as income to afford Medigap and restrictions. I have Plan N which covers most of what I […]

Updating the long leading indicators: “interest rate” levels and duration spreads

 – by New Deal democrat As I noted earlier this week, I haven’t updated my suite of long leading indicators in a while, mainly because they have been overwhelmed by the economic chaos emanating from Washington, and partly also because several important ones are in terra incognito. On Monday and Wednesday I updated the non-financial […]

Investing in Clean Energy and Sustainable Land and Resource Use

The last few weeks in Arizona, we have experienced higher than normal temperatures. Well, of course we are in Arizona, what would you expect? I am hearing from the longer term residents, about 10 degrees lower. It is not terribly hot. just unusual. I believe we face a greater danger from the building of more […]

US Consumers Are in Trouble

Trump’s Never-ending War and Trump’s Never-ending Tariffs are pushing up Never-ending price increases “Why Consumers are F*cked” Robert Reich Energy Secretary Chris Wright’s admission yesterday that it “could be next year” before gas prices return to below $3-a-gallon is causing trauma in Republican circles because “next year” is after the November 3 midterm elections. Initially Trump said he could […]

Jobless claims: still the most positive datapoint in the entire US economy

 – by New Deal democrat Let’s take our weekly look at jobless claims, recently perhaps the most positive datapoint in the entire economy. And it continued to be so this week. New jobless claims rose 6,000 to 214,000, while the four week moving average rose 750 to 210,750. With the typical one week lag, continuing claims […]

Answering the Question of What was the Main Driver of Inflation March 2025 to March 2026?

Commentary taken from; USA Facts. Data is from “Table 7. Consumer Price Index for All Urban Consumers. “What are the biggest drivers of inflation in the past year?” USAFacts Answering the question proposed by the title? Housing was the main driver of inflation from March 2025 to March 2026. There is some of my editing […]

corporate profits – positive. building permits – is negative. real spending per capita – is close to being flat

“Updating the long leading indicators: corporate profits, and housing.”  – by New Deal democrat This week I’m spending some time updating the non-financial long leading indicators. As I wrote on Monday, I haven’t updated these in a while in large part because the chaos coming out of Washington has blindsided much of the economic data. There’s […]

Impact to Asia of the Middle East Oil Shortage

Just some snippets taken from an NYT article opened by the subscriber to other readers. What the NYT article is looking at is the impact to Asia of the Middle East oil stoppage. The shortage being the on-and-off closing of the Straits of Hormuz. Caused by either by Iran or the United States of both […]