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Sunday links: disregarding the facts

Abnormal Returns

nytimes.com) Regional banks are a linchpin for the economy. grist.org) Anti-Asian hate crimes have been rising since 2016. bloomberg.com) Economy Why we should be celebrating the current employment situation. tker.co) You can expect the Case-Shiller housing numbers to turn negative year-over-year in the next few months.

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The Great Resignation Is Long Over

The Big Picture

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). By any measure, we still have an enormous number of unfilled positions. Then came the pandemic, and a huge federal worker subsidy.

Medicine 331
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10 Quotes That Shaped My Investment Philosophy

The Big Picture

Along those lines, here are in chronological order, the thinkers who have helped shape how I view the world view, including how I philosophically think about the economy, markets, and investing. Sturgeon’s law suggest 300,00 of them are not crap – and that number seems generous. 10 Quotes That Shaped My Investment Philosophy 1.

Investing 345
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Four High Frequency Indicators for the Economy

Calculated Risk

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 11th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 145
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Four High Frequency Indicators for the Economy

Calculated Risk

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of August 7th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 140
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Four High Frequency Indicators for the Economy

Calculated Risk

It was interesting to watch these sectors recover as the pandemic impact subsided. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of November 6th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022. The data is from BoxOfficeMojo through November 3rd.

Economy 137
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Four High Frequency Indicators for the Economy

Calculated Risk

Notes: I've added back gasoline supplied to see if there is an impact from higher gasoline prices. -- Airlines: Transportation Security Administration -- The TSA is providing daily travel numbers. This data is as of September 4th. Click on graph for larger image. Black is 2020, Blue is 2021 and Red is 2022.

Economy 140