Mish Shedlock | TalkMarkets | Page 3

Mish Shedlock

Investment Advisor Representative - Sitka Pacific Capital Management
Contributor's Links: Mish Talk Sitka Pacific's Investment Management
Mike Mish Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Sitka Pacific is an asset management firm whose goal is strong performance and low volatility, regardless of market direction. Visit Sitka Pacifics Investment Management Page to learn more ...more
Following: 36 Followers: 9395

Articles

Latest Posts
33 to 48 of 5817 Posts
<<< 1 2 3 4 5 ... 364 >>>
Tesla’s Deliveries Drop For First Time Since 2020, It’s Demand Not Supply
Tuesday, April 2, 2024 7:30 PM EDT
Tesla’s quarterly deliveries in the first quarter of 2024, are down 8.5% from a year earlier. It’s the first quarterly decline since 2020.
In this article: TSLA
Read
Job Quits Are Back To Normal In All Key Job Categories
Tuesday, April 2, 2024 2:00 PM EDT
The normalization of the labor market is complete. The propensity to change jobs for higher pay is at or near pre-pandemic levels in all key job areas.
Read
Manufacturing ISM Inches Positive After 16 Months Of Contraction
Monday, April 1, 2024 1:31 PM EDT
On the stronger ISM data the odds of a Fed rate cut in May vanished, and June shrank.
Read
Fed Governor Chris Waller “There’s Still No Rush” To Cut Interest Rates
Monday, April 1, 2024 11:42 AM EDT
On Wednesday, Fed Governor Chris Waller said he was in no rush to cut rates, and that he was waiting to see Friday’s data. Let’s go over Wallers’ speech and the data.
Read
China Increasingly Relies On Nonproductive Investment For Growth
Sunday, March 31, 2024 12:02 PM EDT
China’s reliance on nonproductive debt for growth has been obvious for years. But let’s go over why that is so.
In this article: MCHI, BKF, CNY
Read
Critical Backdoor Internet Security Breach Accidentally Found Before Implementation
Sunday, March 31, 2024 5:28 AM EDT
I am fascinated by a story of how a Microsoft engineer discovered a major, heavily disguised, backdoor security breach that was years in the making, and nearly implemented.
In this article: MSFT
Read
How Much Do Food Stamps, Social Security, And Medicare Support The Economy?
Friday, March 29, 2024 5:41 PM EDT
Inquiring minds might be interested in a discussion of government transfer payments as a percentage of real income.
Read
Spending, Income, And Inflation Data Do Not Support Fed Interest Rate Cutsz
Friday, March 29, 2024 12:39 PM EDT
The BEA reports real income is down, but personal spending jumped anyway. Inflation data is mostly as expected, but much higher than the Fed would like to see.
Read
Case-Shiller National Home Price Index Hits New Record High
Friday, March 29, 2024 9:01 AM EDT
Case-Shiller updated its home price data for January this week. A look at the key charts and a discussion of why it’s hard to tell if prices are rising or falling.
Read
Apartment List Reports Rent Prices Increase For The Second Month
Thursday, March 28, 2024 4:51 PM EDT
Apartment List says the national price of rent is up for the second month after declining for six straight months. The measures are useful but only if you understand how best to use the report.
Read
Real GDP For The Fourth Quarter Revised Up, GDI Jumps
Thursday, March 28, 2024 1:30 PM EDT
The BEA revised fourth-quarter GDP from +3.2 Percent to +3.4 percent. Real GDI was a whopping +4.8 percent but discrepancies remain and charts tell a better story.
Read
Expect A Financial Crisis In Europe With France At The Epicenter
Wednesday, March 27, 2024 5:47 PM EDT
The EU never enforced its Growth and Stability Pact or Maastricht Treaty rules. The crisis is coming to a head with France and Italy in the spotlight. The first casualty will be Green policy.
In this article: EZU
Read
The Fed’s Balance Sheet Reduction: Mission Accomplished?
Tuesday, March 26, 2024 12:20 AM EDT
In the past year, debt held by the public has gone up by $2.8 trillion. Year-over-year debt always goes up more than the deficit because the CBO does not count Social Security deficits until they are realized.
Read
Consumer Stress Is Evident In The Declining Price Of New Homes
Monday, March 25, 2024 6:01 PM EDT
To entice buyers, home builders are building cheaper and cheaper houses. What are you getting for your money?
Read
New Home Sales Little Changed In February
Monday, March 25, 2024 12:54 PM EDT
New home sales were down 0.3% in Feb from an upward revision. Ignoring the revision, sales rose 0.2%. Signs of builder overoptimism are building.
Read
In The Next 5 Years Employment In Age Groups 60+ Will Drop By ~12.5 Million
Friday, March 22, 2024 2:05 AM EDT
Due to age demographics, I expect employment in age groups 60 and over to decline by about 12.5 million. Let’s go over the math to see how I arrived at that number.
Read
33 to 48 of 5817 Posts
<<< 1 2 3 4 5 ... 364 >>>