Economics

July 31, 2025

SHI 7.30.25 – Betting the Balance Sheet

  The hyperscalers are pushing a huge pile of money into the pot.   Essentially, they are betting the balance sheet.  Who are the ‘hyperscalers’ and what […]
July 23, 2025

SHI 7.23.25 I’m Back!

  I’m back!   I apologize for my absence – summer vacations, you know!    Those grandkids keep me hopping! Unsurprisingly, there was no shortage of interesting […]
July 3, 2025

SHI 7.2.25 – Washed Out?

  Happy Birthday, America!   So this is interesting:  The US dollar has declined by about 10.8% since “Liberation Day” on April 2, 2025.   This measure compares the […]
June 25, 2025

SHI 6.25.25 – Geonomics

  For the past 30 years, ‘Globalism’ has shaped both US and global economics, as well as the ‘consumer experience’ felt by most Americans here at […]