Manufacturing strength was concentrated in autos, and will probably remain so for a while Gerard MacDonell November 16, 2021 10:30 AM
The strong consumer revival is probably now in full swing, having long been there ex-autos Gerard MacDonell November 16, 2021 9:52 AM
A further accumulation of evidence against the Excess Savings Stock thesis Gerard MacDonell November 15, 2021 4:31 PM
At some minor risk of being just slightly political, here is a smart guy on how Biden might get out of his pickle Gerard MacDonell November 15, 2021 3:50 PM
TPLT had a much longer run than is even now recognized, but it is now over, replaced by a balanced approach Gerard MacDonell November 14, 2021 1:31 PM
Wage Tracker breaks pattern by not being incrementally irritating Gerard MacDonell November 12, 2021 1:19 PM
