November 1, 2017

SHI 11/1/17: Below the Radar

  The verdict is in:  The SHI failed miserably to accurately predict third quarter, 2017, GDP growth.    But the SHI had plenty of company:   The […]
October 25, 2017

SHI: 10/25/14 Recession Talk

  Could they be right?  Can the simple passage of time cause cause a recession?   We’ve covered this topic before, but its worth another look. […]
October 4, 2017

SHI 10/4/17: Their Own Set of Facts

  “Everyone is entitled to his own opinion, but not his own facts” … is a famous quote from the infamous Senator Pat Moynihan.   And spot […]
September 27, 2017

SHI 9/27/17: If You Like Puzzles …

  Let me start with a 9/25/17 quote from the Deputy Managing Director of the IMF:  “What makes this slowdown <in productivity growth> more puzzling is […]