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Tag Archives: Hot Topics

CAR VII

[unable to retrieve full-text content]Here I report on research on off the shelf CAR T-cells (which was conducted beyond the reach of Trump, Miust and Vought) The post CAR VII appeared first on Angry Bear.

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The Big Convergence: scenes from the January employment report

[unable to retrieve full-text content]– by New Deal democrat There’s no new significant news until Wednesday, so let’s catch up graphically with a few important items from Friday’s employment report for January. As I wrote then, probably the most important developments weren’t in the monthly numbers, but rather the annual revisions to both the Establishment and Household Surveys.  For […] The post The Big Convergence: scenes from the January...

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Retail Real Sales

[unable to retrieve full-text content]Real retail sales on the cusp of breaking out of their multi-year doldrums  – by New Deal democrat Consumption leads employment, and as I reiterated yesterday real per capita retail sales has a history as a long leading indicator. Which means that retail sales for November, which rose 0.7% nominally, continues its recent strong string […] The post Retail Real Sales appeared first on Angry Bear.

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Looking at Five Long Leading Indicators

[unable to retrieve full-text content] – by New Deal democrat I haven’t “officially” updated my take on the long leading indicators – those that forecast a recession at least one year beforehand – in almost two years. That’s because the hurricane force tailwind of the supply-side deflationary unlinking of the global supply chain completely swamped everything else. So if I […] The post Looking at Five Long Leading Indicators appeared first...

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US-China Decoupling

[unable to retrieve full-text content]I am sitting out here in Arizona watching the Semiconductor plants being built. The one we are closest to has been going on for two years now. I am going to guess it is near completion. TSMC Arizona’s first fab is on track to begin production leveraging 4nm technology in first half of 2025. Upcoming […] The post US-China Decoupling appeared first on Angry Bear.

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What It Means to Be Old

[unable to retrieve full-text content]I subscribe to The Atlantic and have done so for years. It would accompany me on long trips to Asia where I would fall asleep at one page, wake up later, and start reading where I left off. Spending 13 hours in a plane to Norita requires some type of brain stimulation. And then from […] The post What It Means to Be Old appeared first on Angry Bear.

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Student Loan Debt Forgiveness

[unable to retrieve full-text content]Can President Biden cancel student loans? Why not? Newly elected President Trump has every intention to pardon the October 6th insurrectionists. Most of the loans depicted in the graphs have been recast into new loans having the interest rolled into them. It created a misconception of these being new loans instead of older loans. This […] The post Student Loan Debt Forgiveness appeared first on Angry Bear.

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Navient Student-loan Borrowers Cancellation Special . . .

[unable to retrieve full-text content]Applications are “carefully reviewed” by a legal team to determine eligibility for debt cancellation, yep! What does continuous growing Student Loan Debt look like today? Federal Student Loan Portfolio by Age. The chart below only shows the last 4 years by Quarter. President Joe Biden has been attempting to grant relief to students. This is […] The post Navient Student-loan Borrowers Cancellation Special . . . appeared first on Angry Bear.

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November Problem Inflation Sectors? Shelter and Transportation Services

[unable to retrieve full-text content]November consumer inflation remains well-contained except for the two most lagging sectors of shelter and transportation services – by New Deal democrat Let me pick up where I left off yesterday discussing trends in consumer prices. One thing I have done every month for the last couple of years is to review all the categories […] The post November Problem Inflation Sectors? Shelter and Transportation Services appeared first on Angry Bear.

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Monthly Rebound Masks Deeper Declining Trends

[unable to retrieve full-text content]November jobs report: the expected monthly rebound masks deeper declining trends  – by New Deal democrat To understand this month’s jobs report, let’s start with last month’s, where I wrote that “there were some signs of real weakness in this report that do not appear to be hurricane-related. But Hurricane Milton, as well as the […] The post Monthly Rebound Masks Deeper Declining Trends appeared first on Angry Bear.

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