Cause of Recessions

Correct. Loose policies, not tightening cause recessions. The Fed forever chases its tail causing boom bust cycles of increasing amplitude.

Hussman on Employment Contribution to GDP

78 Million Sideline Job Hustles

The Dow


CNBC Analysis


Rosenberg on Pigs ​

Mike "Mish" Shedlock

Coronavirus Tweets of the Day

Here's some interesting Tweets from the elbow bump to long 21-day quarantines to deaths to toilet paper thefts.

Tweets of the Day: Happy Thanksgiving

Happy Thanksgiving everyone. Here are some Tweets to consider.

Tweets of the Day: Emerging Markets, ECB, the Impossible, Bubbles, Bonds

Here's a spotlight on some recent interesting Tweets.

Tweets of the Day: Forecasts, Valuations, ECB, Free Speech, Alibaba, China

I pick up many ideas off Twitter, some by following people I seldom agree with. Here are some recent Tweets to ponder.

Tweet's of the Day: GDP Peaked This Cycle?

Year-over-year GDP growth hit +2.9% on Friday. HedgEye is calling the peak.

Tweets of the Day: Volatility, Mortgage Delinquencies, Iran, Debt

Here are some tweets, from people I follow, worth discussion consideration. Topics vary widely.

Mechanics of Absurdity, Negative Yields, and Other Tweets of the Day

Here are some interesting Tweets that discuss negative yields, the threat of Trump, debt financing, and other topics.

Tweets of the Day: Is Anyone Worrying?

Here are some Tweets that caught my eye over the past week on retail sales, bank assets, home sales, and coffee.

Tweets of the Day

Here is a collection of interesting Tweets I gathered this morning a few minutes before a plane flight.