I live in the USA and I am concerned about the future. I created this blog to share my thoughts on the economy and anything else that might catch my attention.
Q1 GDP Tracking: Movin' on Up
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From BofA:
Since our update last week, *1Q GDP tracking is up two-tenths to 2.1% q/q
saar*. [Apr 19th estimate]
emphasis added
From Goldman:
We left ou...
NVIDIA Revisited
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On August 26, 2023, 5 days before it a new closing hi at 493.55, I wrote a
critical post about NVDA - the stock, not the company. After that, the
stoc...
Going Long
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Made some big moves in retirement accounts in the last couple of months.
The boldest, and luckiest, was going 100% SP500 in one of my accounts at
the end o...
Stay away from popular tech stocks, part II
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Last August, I wrote a blog post arguing that largest technology and
internet companies -- Amazon, Apple, Facebook, Google, Microsoft -- would
never grow i...
Updating the HF Indicators
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I posted this over on Seeking Alpha.
Not much good seems to be happening, and I am concerned about the low pace
of construction and a likely end to the sho...
Yes, Well, It's Still a Friday Night
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I doubt anyone is still reading the old stuff, but I have a quiet Friday
night and figured, why not a Friday Night Rock Blog?
I found this one recently (...
This is a continuation of the previous Flow of Funds Fun! post. I have extrapolated the trend lines out to the year 2011.
I thought it would be useful to see how long we'd need to stagnate in order to return to the mean. 2011 seems like a decent ball park estimate, assuming we started stagnating as of June 30, 2007 (the last data points in the chart above).
Of course, once we start stagnating it might take a long time to stop. As seen in the 1970s, we don't necessarily have to stop just because we've hit the mean.
Behold the flight [to quality] of the bumblebee!
Let's just hope there's a chair still available when the music stops. Unless I'm mistaken, there doesn't seem to be all that many chairs.
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