Sitemap - 2022 - Paper Economy
Time to "Rightsize" the Economy for a Reality-Based Future
FHFA Purchase Only House Price Index – What Goes Up, Must Come Down
Forecasting the Coming Housing Collapse
Durable Goods Orders – Consumer Demand Destruction Imminent
Reflation Gave Way to Inflation
Reality is an Unavoidable Imposition
The Unmooring of Inflation Expectations
FOMC Statement Critique (June 15th 2022)
The Great Moderation Gives Way to the Great Agitation
The Better of Only Bad Options
Now and Then – A ‘Tightwad’ at the Fed
S&P Core Logic Case-Shiller Home Price Indices – Housing Still Booming
Great Power, Questionable Responsibility
Personal Consumption Expenditures – Gas Prices Drive Inflation
Federal Reserve’s FOMC Meeting Minutes - A Transitory, Political Charade
New Residential Sales and Construction – New Housing Collapse 2.0
Chicago Fed National Financial Conditions Index – Recession Signal
The Fading Trades of the Decade
Primary Mortgage Market Survey – Mortgage Rate Meltup!
Producer Prices Index (PPI) April 2022 - Food On Fire!
The Financialization of the Everything Bubble
Bubbles and History, Harshly Rhyming