January 24, 2018

SHI 1.24.18: The Rate of Return on Everything

The paper spans almost 150 years and details investment returns in 16 advanced economies.  Including addenda, the paper is 123 pages in length. But I have […]
January 17, 2018

SHI 1/17/18: Where is Inflation?

Central bankers continue to be puzzled by inflation.  Or, more precisely, by the lack thereof. With a global economy fully aligned and growing in sync for […]
January 10, 2018

SHI 1/10/18 The SHI10 and FED Districts

Take a look at the map above. Is this an important or meaningful fact?  Yes.  Eight times a year, the Federal Reserve produces a document called […]
January 3, 2018

SHI 1/3/18: The 10-City SHI

At long last, we’re launching our new index:  the 10-city SHI.   Isn’t she cute!?!   Take a look!   If you are new to my blog, or […]