Tag Archives: US/Global Economics

Dow Theory says transportation and production of goods should move in tandem; what is its message now?  – by New Deal democrat Partly because mid year data is now being completed, and partly to re-examine my forecasts, I’ve been conducting a top-to-bottom re-check of my metrics. One thing that seems very important is that, despite no real downturn in business at all, commodity prices have declined -9.6% in the past 12 months, one of the 4...

Weekly Indicators for July 24 – 28 at Seeking Alpha  – by New Deal democrat My Weekly Indicators post is up at Seeking Alpha. While there continues to be evidence of the normal progression of weakness from long leading to short leading to coincident indicators, there has also been an anomalous major positive resurgence in some of the short leading indicators. By normal historical standards, we “ought” to be well into a downturn. And yet...

As a warehouse manager for $250 million in sales annually warehouse, I was tasked with distribution, inventory, and costs. In other words, we had to ship on time to get inventory overseas via train to container ships and customs in a timely manner to our plants. We did it but not without my going back to the warehouse at night to check inventory to answer a plant of spend a Wednesday and much of Thanksgiving Day answering the Philippines facility and...

For those old enough to remember the 1960s, the denials of the oil companies these days have a certain ring. Back then smokers were dying and the tobacco companies lying. Then Bogie, Ty, Errol, Clark, and Coop. Finally, it was all too much. Hollywood was good at dying. But, the real thing? Reality hits. Big Tobacco was real good at lying and hiring Senators who wail about livelihoods, theirs and others, being dependent. It was the lying what did it,...

As taken from this column and other sources as well. Former Ohio House speaker sentenced to 20 years in $60 million bribery scheme | CNN Politics, Sydney Kashiwagi. A Little Background: FirstEnergy and its executives denied wrongdoing and have not been criminally charged for a scheme to bail the company out.  However, federal investigators say the company secretly funneled millions to various operatives to secure a $1 billion legislative...

I see where failing GOP presidential candidate Ron DeSantis is trying to salvage his campaign by pivoting to Marxism. He is calling for the state of Florida to investigate Belgium-based AB InBev on the basis of their recent Bud Light advertisements using a trans character. DeSantis seems to believe that AB InBev breached legal duties to shareholders and that as governor of Florida, “all options are on the table.” Ostensibly, the basis for the nanny...

I see where failing GOP presidential candidate Ron DeSantis is trying to salvage his campaign by pivoting to Marxism. He is calling for the state of Florida to investigate Belgium-based AB InBev on the basis of their recent Bud Light advertisements using a trans character. DeSantis seems to believe that AB InBev breached legal duties to shareholders and that as governor of Florida, “all options are on the table.” Ostensibly, the basis for the nanny...

There is more to this story than just making technology open to the public so others can manufacturer it. Think about what is being said here. The manufacture of face masks went overseas. When many were needed, foreign manufacture could not keep up and the prices were ridiculous. We are in a situation of whether we want all product being manufactured overseas and face shortages and high prices even though costs do not require such? Speaking of...

There is more to this story than just making technology open to the public so others can manufacturer it. Think about what is being said here. The manufacture of face masks went overseas. When many were needed, foreign manufacture could not keep up and the prices were ridiculous. We are in a situation of whether we want all product being manufactured overseas and face shortages and high prices even though costs do not require such? Speaking of...

Three healthcare issues that are relevant to today. Things we should be talking about. If you remember Merrill Gooz had a chart up showing healthcare costs have been around 17%. For more than a decade, CMS and CBO consistently overestimated the growth in health care spending, which undermines efforts to spend more on health-related social needs. Health Care Costs Will Comprise About 20% of US Economy by 2031, JAMA Network, Emily Harris. The...