paid Deep Dive • 8 min read DEEP DIVE: The Roaring 1990s vs The Roaring 2020s Since the start of the 2020s, we’ve been comparing the current decade mostly to the 1920s and the 1970s.…
paid Deep Dive • 3 min read DEEP DIVE: Artificial Intelligence Isn't Intelligent I. Is AI Ready for Primetime? The Roaring 2020s started in the stock market on November 30, 2022. That’s…
paid Deep Dive • 7 min read DEEP DIVE: Why Were Economists So Wrong? Why were so many economists and strategists so wrong in their predictions of a recession over the past two years?…
paid Deep Dive • 3 min read DEEP DIVE: Productivity Is Making A Roaring Comeback Our Roaring 2020s economic scenario is predicated on our assumption that chronic labor shortages, especially of skilled workers, will cause…
public Deep Dive • 3 min read DEEP DIVE: Party Like It's 1999! Is it possible that the meltup phase of the bull market (which started on October 12, 2022) has begun already—…
paid Deep Dive • 2 min read DEEP DIVE: A Very Brief History of Recoveries & Expansions How much longer might the current economic expansion last? That remains a widely disputed question. The debate started between the…
paid Deep Dive • 6 min read DEEP DIVE: The True Story About Long & Variable Lags In Monetary Policy How long is the lag between monetary policy tightening and recessions? In the past, the answer to that question depended…
paid Deep Dive • 6 min read DEEP DIVE: Another Year Of Living Dangerously The Roaring 2020s has been a wild decade so far. During 2020, we all had to deal with the first…
paid Deep Dive • 3 min read DEEP DIVE: The Fed - Tightening Or Merely Normalizing? Based on November’s employment report released on Friday, we can safely conclude that there is still no sign of…
paid Deep Dive • 3 min read DEEP DIVE: Construction Is Booming! The US economy has been remarkably resilient in the face of the Fed’s aggressive tightening of monetary policy since…
paid Deep Dive • 2 min read DEEP DIVE: Disruptive Technologies - 3D Printing Gives Flexible Robotics a Hand A new method of 3-D printing can create flexible products, including for use in robotics. Human-like robotic hands and artificial…
paid Deep Dive • 2 min read DEEP DIVE: In Yellen We Trust When Janet Yellen was Fed chair from October 2010 through February 2014, I often fondly (and respectfully) referred to her…