Economics

February 1, 2024

SHI 1.31.24 – Our Expansion Continues

2024’s first GDP report came out last week. Once again, as I expected and forecasted, the numbers for the first FOURTH  quarter of 2023 were fabulous.   […]
January 17, 2024

SHI 1.17.24 – The Commercial Real Estate Cliff

Here’s the headline:     That, my friends, is an awfully large number.    Large enough to scare the pants off me, frankly. Because when loans […]
January 10, 2024

SHI 1.10.24 – Reservation, Limitation and Automation

On a recent phone call, a friend told me he had reservations about the SHI.        “Why?,” I asked.  “You pull your data from OpenTable, right?”  […]
January 4, 2024

SHI 1.3.24 – Economic Dissonance

Why the long face?      She does not look happy.   As you’ll see below, she is one of many Americans who are quite unhappy with today’s […]