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

Data Centers and Water

Not sure why. They are building in Arizona. I would think Arizona would be one of the last places to build a data center as water is not abundant, There are water issues here. Surface water is drying up. It’s no secret Arizona is worrying about its water. The Colorado River is drying up, in part due […]

Taiwan: thinking the thinkable

I’m not enough of a scholar of international affairs to possess a highly differentiated opinion on Taiwan. Superficially, a PRC invasion of Taiwan seems analogous to the Russian invasion of Ukraine: the PRC brands Taiwan as a renegade state, just as Putin brands Ukraine as “little Russia.” The historical antecedents are very different, and the […]

Repeat home sales, new rents continue to show almost *no* inflationary pressure in shelter costs

 – by New Deal democrat Three housing metrics have been reported between yesterday and today. Yesterday Apartment List updated their National Rent Report, and today the two national repeat home sales indexes, from the FHFA and Case-Shiller, were updated through February. To cut to the chase, all three confirm that housing prices have ceased being an […]

OIl, Helium, Semicondutors, Middle East . . .

Middle East Issues as Trump does his best to make issue complex with his lack of knowledge . . . Impact to Asia of the Middle East Oil Shortage – Angry Bear On higher-end manufacturing and with helium, being a gas byproduct used for semiconductors, the stress levels increase. Qatar, which normally produces nearly one third ​of […]

Maybe Lower Oil Costs?

Having greater oil reserves gives the UAE leverage to strike out on its own. The UAE nation has not been supplying more oil due to imposed restrictions by Organization of the Petroleum Exporting Countries who act as one exporting group. Or simply stating there is more capacity than demand. And OPEC wishes to keep oil […]

Updating the long leading indicators: money and credit, plus overall review

– by New Deal democrat In the past week, I have been updating my suite of long leading indicators. First I looked at “real” consumer-focused indicators. Then I looked at housing, an important interface between consumers and producers, as well as corporate profits. Next I updated interest rate indicators. I this final installment I will […]

More on Oil

Brief review on the Oil Situation created by Trump and the US. Another week of consequential developments, including a potential new chair at the Fed and more war delivering higher prices. “Who’d a Thunk It? We’re Bogged Down In a Middle-East War,” Jared Berstein substack It has long been clear to me that Trump views […]

Teaching Iran a Lesson

I subscribe to a Dean Baker site. Typically, he is on the economic side of information. This commentary has a little bit of both economics and politics. What to do with Iran when the president is Trump. The rest of the world teeters economically for every action Trump takes. “Trump’s Ignorance Could Kill Millions” Patreon […]

Europe, Ukraine, and Iran; and Trump’s impaired emotional/cognitive relationship to negative consequences

This is a speculative post.  I don’t have any expertise in foreign policy.  I just want to clarify my own thinking, and posting is a way to force myself to do this.  So caveat lector, and let’s see what you all have to add. European leaders seem increasingly willing to criticize Trump.  Here is Bloomberg: […]