Category Archives: Uncategorized

Empl to Popn falls again to 59.6…falls 0.8% (peak) of 340M pop or 2.72M jobs lost. AND SPY slowing 50% of last year… 2026 could be as low as 22% of 13.9% or 3%…

For the upper middle and lower… Also P&G

CLEARLY WAGES ARE NOT DRIVING THE ECONOMY! It’s S&P and wealth effect. Wealth effects are coming off for housing as of this year. BUT Inflation is dropping…

Gov’t data starting to catch up…Sep equivalent rent is now reflecting falling rents and house prices…. Also we know Oct rents have fallen further.

They rank sentiment and ISM manufacturing new orders high even though sentiment tells me nothing and manufacturing is now 10% OF ECONOMY. It is not 1955 anymore when new orders for car parts mattered. AND THEY WEIGHT S&P AT ONLY … Continue reading →

AND economy and especially jobs now slowing despite SPY rising 78% in 3 years! Idiocracy NOT conspiracy! For me I would love conspiracy, idiocracy is the worst of all worlds. BUT conspiracy sells and idiocracy doesn’t. We live in the … Continue reading →

Getting close to negative…since August DOWN AND YoY shows point of no return…

To scale it to match, I multiplied real pce by 7. It’s not a surprise +12% S&P Q3 leads to big GDP Q3 to be reported late December. Atlanta Fed Q3 GDP estimate is strong 3%+…

Many believe this… Overdone by perma-bears….empl-popn now 59.7…peak was 60.4 in 2023. Jobs lost…2.4 M though quite a lot as normally it rises every year! Christmas hiring down -22% over last year…

77% bad customer rage survey….32% in 1976!