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David A. Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President ... more

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Mach Schnell, Mario! You Didn't Help A Bit
This chart says it all.
Global Slowdown? Mexico’s GDP Declines Year-Over-Year For First Time Since 2009
In the third quarter of 2019, Mexico notched up its first year-over-year decline in GDP since the final quarter of 2009, when it was in the midst of a sharp recession brought on by the Financial Crisis.
What Strong Jobs Market?
The US economy has generated just 11,000 breadwinner jobs per month for the last 19 years running.
65 Years Of More Debt, Less Growth
This chart on the non-financial corporate debt to GDP ratio says it all.
August Payrolls---Punk And Heading Worse
As in the headline, there are a number of details inside the payroll reports suggesting an unusual level of downside.
Too Late For The Fed Money Pumpers: The Manufacturing Recession Is Already Here
Mainstream talk, when even admitting the possibility of weakness, continues to center on trade wars. The markets displayed the further decay of eurodollars.
Red Ponzi's Winning The Corporate Debt Race With The U.S.
The US corporate debt of $15 trillion pales compared to China’s corporate debt of $19.7 trillion.
The Great Student Debtberg Since 2006: Loans Outstanding Up 3X, Delinquent Debt Up 8X
From 2006 to 2018, total outstanding U.S. student loans surged over 200% from $521 billion to $1.57 trillion.
Broken Trend Lines - Attention Needs Be Paid!
Sure enough, the Dow fell 296 points or 1.2% on Friday, while the S&P 500 fell 1.7%, which confirms the technical breakdown under the important trendline that formed in early 2016.
Thanks, Donald! Record Buybacks Are Making Wall Street Giddy Again
Thanks to the President Trump's policies, there has been a buyback explosion as illustrated by this chart which shows the dollar value of share repurchase announcements, by year.
When Net Trade And Inventory Pull-Forwards Give You A 4.6% GDP Gain---Here's What Comes Next
This chart says it all...
The Market's Little Helper: S&P 500 Dividends And Buybacks Hit $1 Trillion Annual Rate In Q1
Sometimes one chart can say it all.
May Retail Sales - The Warning Signs Beneath
Aggregate income estimates suggest a collision where income growth has stalled in the wake of the 2015-16 downturn but spending hasn’t been dampened by nearly as much.
May Industrial Production—Not Much But Oil
If globally synchronized growth was a real thing, and its effects on the US economy were likewise more than rhetorical, then why hasn’t US income accelerated?
Economic Old Age: 40% Unemployment Ain’t Awesome
The fraudulent nature of the Awesome Economy story was again on display on Friday morning with the monthly jobs report release. Embedded in it were two juxtaposed charts that in theory can't happen under the Fed's bathtub economics macro-model
Economic Old Age And The Infections Of Monetary Central Planning
The US economy is now riddled with infections and debilitating impairments; and having expanded for 106 months or 2.5X the average historical cycle, it is well past the octogenarian point on the age scale.
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