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

Knee – Jerk Reactions Have Consequences

Increasing tariffs can cause uncompetitive US suppliers. First, I do not know the exact composition of the ABS material. The point being made here is there are no domestic sourcing alternatives with the capacity to supply Genova Pipe and four other owner-operated businesses. The closure of one US ABS supplier the 2nd qtr. 2025 leaves […]

Will this be the week the hard data turns down?

 – by New Deal democrat Typically this is a week where I pay the most attention to incoming housing data in the form of both new and existing home sales, but because we live in “interesting times,” this week it’s different. The Sword of Damocles hanging over the entire economy is policy uncertainty, for unfortunately […]

Afraid to Speak out . . .

When a Senator is afraid to speak out on our behalf, who do we turn to then to push back? “We are all afraid,” Murkowski said, taking a long pause. “It’s quite a statement. But we are in a time and a place where I certainly have not been here before. And I’ll tell ya, […]

Treating Others to Soon After Their Measles Outbreak

Timing is of the essence here. When did his Measles outbreak begin and end. Apparently, the doctor was feeling good a day after his outbreak and went in to treat others. He still had the rash. Measles is most contagious for about four days before and four days after the rash appears. Doctor sickened with […]

Rove and Conway on T—p

Some wandering of the Trump mindset as discussed by Karl Rove and George Conway. No doubt those Tr—pian wanderings are making it easier for Dems to get back at Republicans and T—p. Karl Rove, “America Gets Trump Fatigue” We are not 100 days into Donald Trump’s second term and many Americans are already exhausted. They’ve had […]

New Deal democrats Weekly Indicators April 14 – 18

 – by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. It remains notable how quickly many of the short leading indicators have turned up. But there has been no discernible hit to consumption. As usual, clicking over and reading will bring you up to the virtual moment as to the state of the […]