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

“average increase of $2,300 in annual costs due to Trump’s tariffs”

If you were thinking an increase in inflation was not going to happen. I can not imagine why you would think such. We have a president who is ill-equipped mentally to tackle a nation such as the United States. His economic plans are seriously flawed. And he really is seriously challenged on economic issues. I […]

home sales, prices, inventory all rangebound

 – by New Deal democrat With the continuing desert of official data, the NAR’s existing home sales report – which normally is of secondary importance – temporarily becomes our best look at the housing market.  To repeat what I’ve mentioned an number of times in the past, after the Fed began hiking rates in 2022, mortgage […]

Supply Chain and Manufacturing Issues Due to Politicking on Healthcare

I worked in Supply Chain and then Manufacturing as a first lower-level position fresh out of college. Eventually, I did cost model plastic, rubber, and metal parts including the many upstream and down-stream processes to complete a particular part. It was fun because I could negotiate with the supply base on cost based upon volume, […]

Assessing the Strength of the Labor Market in 2025

This commentary reads as if it was published or posted in 2024. The date on it is September 30 which makes it relevant for what is occurring now and recently. But without the updates we would normally see, the detail may have changed somewhat as Angry Bear’s New Deal democrat points out in each commentary […]

Private Equity Specialty Physicians Get Higher Prices than Independent Physicians

Healthcare Pricing can depend upon who you go to for care. Independent doctors earn less than Hospital doctors. Not surprised there. Name brand hospitals charge more than lesser-known hospitals. I suspect some of this may be due to overhead. Introduction Piece: Hospital- and Private Equity–Affiliated Specialty Physicians Negotiate Higher Prices than Independent Physicians, Health Affairs […]

Redbook, Philly Fed: a whiff of consumer weakening?

 – by New Deal democrat The government shutdown is continuing. The only significant national economic news will be the NAR’s existing home sales report on Thursday. Additionally, the remaining regional Fed surveys will come at the end of this week or next week. And, as I am still on vacation, don’t be surprised if I play […]

Manufacturing Jobs and Unions

Just talking jobs in factories and how they improved after unions took hold in the plants and industries. Most definitely a plus for throughput, productivity, and attitude. It did foster a different atmosphere on the shop floor. Labor felt like they had a place in the business albeit on the shop floor, etc. “Manufacturing Jobs: […]

The U.S.-Born labor force will shrink over the next decade

“Immigration, Population, Replacement, Politics and the Economy,” Angry Bear. Immigration, Population Replacement, Politics, and the Economy are what comes together to ensure national growth. In 2006 the rate of population growth was 1 percent. Since then and in 2021, it has decreased to 4 tenths of 1%. With the present administration removing legal and illegal immigrants, […]