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Economy

This ‘Border Adjustment’ Will Hit You in the Wallet

Economic theories don’t get much play at cocktail parties, and there’s a good reason. They’re boring. Who wants to talk about the Phillips Curve, the Taylor Rule, or Triffin Dilemma?

Forecasts

7 Reasons Why Trump’s Win Was Inevitable

Before November 8, 2016, only a handful of people believed Trump would become the 45th President of the United States. For many today, it still seems surreal. Yet here we

Economy

The Third – Potentially Lethal – Trigger

This past Monday I updated my Boom & Bust subscribers about an important new development in the civil war that I see brewing… or at least the possibility that the

Economy

Keeping Your DUCs in a Row

OPEC producers are cutting production… or so they say. And in addition, several non-OPEC producers, like Russia, are also cutting production. If history is any guide we could do away

Economy

Will Cars Be the Death of Us This Time?

The shining star of the 2009-2016 recovery has been auto sales. We weren’t surprised. In fact, we saw it coming. After all, cars are the last large purchase people make

Forecasts

Trump’s Magic Wand: I Simply Don’t Buy It!

As Trump is inaugurated today, it seems most people are feeling better about the economy. Even a more liberal analyst said yesterday in an interview that he thought Trump should

Unemployment

Job Creation Could Fall off a Cliff in the Months Ahead

Let’s do a quick thought experiment… Imagine you’ve got two people in the workforce. Let’s say one is 40 and the other 65. When both are gainfully employed, the unemployment

Central Banks

Is the Bond Rout Over?

While the Trump-fueled rally continues, the Fed’s been keeping a relatively low profile lately. Maybe it’s the New Year or maybe it’s just analyzing the incoming data to determine whether

Economy

The Tipping Economy

In this, my 50th year on the planet, I’m officially becoming a cranky old man. As I sat in the Atlanta airport recently on a layover, I decided to grab

Economy

Trumponomics: Shame is the Game

The mainstream media has branded our President-Elect’s economic policies as “Trumponomics.” They have focused on trying to understand who the winners and losers are going to be under this new