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DEEP DIVE: Lots Of Explanations For Current Labor Shortage
Sure, Covid caused many workers to leave the workforce owing to health concerns or for caregiving purposes. But it’s…
Deep Dive
93 posts
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DEEP DIVE: A Rolling Recession Is Underway
Debbie and I have said it before: “The next recession may be the most anticipated recession of all times.” We…
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DEEP DIVE: The Valuation Question
This is an excerpt from our Oct 4 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: Fed Chair Jerome Powell Channels Former-Fed Chair Paul Volcker
This is an excerpt from our Aug 30 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: Is Divine Disinflation Possible?
This is an excerpt from our Sept 6 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: Anatomy Of A Rolling Recession
This is an excerpt from our Aug 30 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts…
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DEEP DIVE: The Tug-Of-War Continues Between the Bulls & The Bears
The latest bear market started on January 3, 2022, when the S&P 500 peaked at a record-high 4796.…
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DEEP DIVE: Young Bull Or Old Bear?
There is a fierce debate going on between the stock market’s bulls and bears. The question under consideration is…
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DEEP DIVE: US Is The Safest Harbor In Stormy World Sea
Our basic premise about the outlook for the global economy through the end of 2023 is that a recession is…
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DEEP DIVE: Switching Planets: Investors Now From Venus, Analysts From Mars
Since our June 24 QuickTakes, we’ve been making the case that the bear market in the S&P…
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DEEP DIVE: How Much Rate Hiking Does QT2 Equal?
Melissa and I have been wondering how much federal funds rate hiking does the current round of quantitative tightening (QT2)…
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DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)
As we observed yesterday, the geopolitical mess around the world continues to favor the US dollar, suggesting increasing net capital…
