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Economy

The Two Best Interviews Of 2021

January 3, 2021 2 Comments

It’s a bit early to be declaring “best-ofs” for a year that’s just two days old. But this is a lock. Of all the great

Extreme Charts – December 22

December 22, 2020 7 Comments

It’s official: This has been the weirdest year in US economic history. Starting with the shape of the recent recession, even 2007 — an odd

Extreme Charts — December 4

December 4, 2020 7 Comments

It’s one thing to hear someone claim that the world is spinning out of control. But it’s a lot more impactful to see the underlying

So No Stimulus Bill This Month … Really?

October 7, 2020 13 Comments

Less than 24 hours after beating the apparently wimpiest case of covid-19 ever, Donald Trump decided that his subjects’ lives aren’t exciting enough. So he

Here We Go Again (Reprint From Sept 5)

September 21, 2020 14 Comments

The following was posted a couple of weeks ago. But with the markets tanking today, the message is still timely. For the past few years,

Marcel Arsenault: Beware The “Lazy W”

May 13, 2020 No Comments

Real estate investor Marcel Arsenault has racked up Warren Buffett-scale profits over the past few credit cycles by loading up on “empty buildings” at the

Now Comes The Real Crazy

April 18, 2020 1 Comment

A recurring theme of modern financial crises is the “temporary” nature of the extreme steps governments take to fix the system. Recall that the massive

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