May 2, 2018

SHI 5.2.18 Cracks in the Wall

  Economic cycles are, well, cyclical.   This will never change. Cycle length and amplitude are always variable, but new cycles always come and go.   Globally, […]
April 25, 2018

SHI 4.25.18 Lumber, Reach for the Sky!

  In my opinion, the unfortunate answer is exceptionally bad trade policy. The US and Canada are in a trade dispute, triggered after the ‘US Lumber […]
April 18, 2018

SHI 4.18.18: This is Not Your Grandfathers …

Unemployment rate data was first collected during the 1930s.   Just a few years after the beginning of the Great Depression. The first unemployment survey results were […]
April 11, 2018

SHI 4.11.18 Back to Basics

  I’m not overly optimistic.  I think Q1 GDP growth will be fairly tepid — probably in the 1.6-1.8% range.  Why? Consumer spending growth has been, […]