December 20, 2017

12/20/17: Tis the Season, Take 2

Oops.   I hit the wrong button and sent you a ‘blank’ blog post yesterday.   But you already know that.   Sorry.  🙂 I have an urgent need […]
December 13, 2017

SHI 12/13/17: Another Look at GDP

You may recall the below image from past blog posts: Historically, growth in PCE has been, by a wide margin, the largest contributor to US GDP.    […]
December 6, 2017

SHI 12/6/17: Flirting with Inverting

I’m just not that creative.  But the title is perfect.   The Treasury yield curve today is very flat — closer to inverting.    And we all know […]
November 29, 2017

SHI 11/29/17: Here’s The Problem

Which is unfortunate, because the financial benefit to the Treasury is quite significant.  Our national debt is about 1/2 a trillion dollars smaller than it otherwise […]