(Source: I live in suburbia, and my wife's name is Karen.)
(Source: I live in suburbia, and my wife's name is Karen.)
My take? Probably not.
The textbook definition of a recession trigger is 2 consecutive quarters of negative GDP growth. There are outlier estimates for a negative 1Q2025, most notably the Atlanta Fed.
My take? Probably not.
The textbook definition of a recession trigger is 2 consecutive quarters of negative GDP growth. There are outlier estimates for a negative 1Q2025, most notably the Atlanta Fed.
As a friend of mine once said:
As a friend of mine once said:
New column, on a 2025 tape that’s tougher to please, easier to rattle.
www.cnbc.com/2025/01/11/b...
New column, on a 2025 tape that’s tougher to please, easier to rattle.
www.cnbc.com/2025/01/11/b...
108 million viewers globally. I mean, wow.
Welcome back, monoculture.
108 million viewers globally. I mean, wow.
Welcome back, monoculture.
I probably knew Scott best when he was in London working for George Soros. Prior to that I’d first been familiar with Scott when he started out working for Jim Chanos.
They've outlived dozens of ships.
They've outlived dozens of ships.