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October 15, 2020

Jobs Tank in US and COVID Locks Down Europe… but China is Restocking?

Although most media outlets this morning were zeroed in on the lack of stimulus and new cases of coronavirus beginning to ramp up in the US, […]
October 14, 2020

It’s All Relative: Banks, Funds Upbeat on Downtrodden US Economy

The hardest class I ever took in college was Physics, and it wasn’t even close. While some concepts were fairly straightforward – Newton’s Laws, for example […]
October 8, 2020

Eruption: Markets Explode Higher Despite Hurricane, Debates, COVID, Unemployment

From the moment I first tuned into MTV as a child in the early 1980’s, I was hooked for life. There was something about bringing a […]
October 6, 2020

No Deal: Trump Nixes Stimulus Talks, Jeopardizing US Recovery

Keeping up with economic data these days is like drinking from a fire hose… it comes at you incredibly fast. And while I spent a lot […]
October 2, 2020

Hidden Unemployment Data Shows US Economy is Not Recovering

Every week since May, I hear TV pundits gleefully report that unemployment figures declined again, that people are getting back to work, and that America is […]
September 29, 2020

Second Wave of COVID-19 Slowing Global Recovery… The US is Next

Back on June 30th, I posted an article here about using alternative data to predict future outbreaks of COVID-19, suggesting that Google searches for “loss of […]
September 24, 2020

Battleground China: McMaster’s Book Outlines Serious Threat

Whenever I take one of those “personality tests” that circulate so frequently on social media, I inevitably wind up on the cusp of introvert and extrovert. […]
September 22, 2020

Nomination Speculation: Markets Shed Risk as SCOTUS Vacancy, Election Loom

I was incredibly saddened to receive the alert on my phone Friday night announcing that Supreme Court Justice Ruth Bader Ginsburg had passed away. Growing up […]
September 17, 2020

Snowflake’s IPO Will Make 1.5 Trillion… Rows of Data Easy To Analyze

In case you haven’t been able to tell by my writing these last few months, my entire workflow centers around data of all kinds. In the […]