Calafia Beach Pundit
Tuesday, August 31, 2021

Home prices and the M2 surge

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The latest Case-Shiller statistics for June (which is actually the average of April, May, and June prices) show that national home prices ro...
12 comments:
Friday, August 27, 2021

Inflation update: this is serious

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We now have inflation data through July, including the CPI and the all-important PCE deflators. Here are some updated charts and commentary....
11 comments:
Thursday, August 26, 2021

Corporate profits are impressive!

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The economy could be doing a lot better, but corporate profits are about as good as they get. Which suggests that the equity market rally st...
16 comments:
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