– 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 on Angry Bear.

Over my 40 something years, I spent much of my time in career in Supply Chain or certain aspects of manufacturing in different industries. The discipline I knew, learned, and was certified in could and was used by me to streamline what companies were doing at the time to their benefit of lowering costs or […]

The post From the Middle Out and Bottom Up appeared first on Angry Bear.

\I’m seeing people attacking universities, particularly private universities, for accumulating large endowments while allowing their graduates to accrue education loans that saddle them with debt for years or decades and cannot normally be discharged by bankruptcy. Why aren’t these universities the lenders? Setting aside the question of whether it is in the national interest to […]

The post The business model of modern universities appeared first on Angry Bear.

Perhaps, I am wrong? We have Trump and others deciding the livelihood of a nation’s population who have obviously walked a different path to success than those they are making decisions for today. In 2016, Trump first came to office as the Pres (in case you forgot). His taking office was the result of the […]

The post The Economics of Killing Medicaid . . . appeared first on Angry Bear.

The uninsured numbers dropped since the advent of the ACA. Lower costs would have been available if one Congressional Rep from Michigan had not interfered. I will find that information and add it. Still 26 million uninsured in the US. The State of Health Insurance in America, Econofact, Mark Shepard The Issue: Universal access to […]

The post Healthcare in the United States appeared first on Angry Bear.

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.

Capital Gains: Realization Does Not Matter – by Steve Roth Wealth Economics You’re looking at your asset portfolio and decide to sell or buy some ETF shares. Click. The transaction is a dollar-for-dollar asset swap between you and your counterparty, at current market prices: M assets (bank deposits) in exchange for ETF assets, and vice versa. Equal […]

The post Capital Gains: Realization appeared first on Angry Bear.

Getting needed and proper healthcare is a task in the USA. A task in the richest global nation when getting healthcare should not be in the United States. Even if the care is available, it may come at a cost which prevents a person from getting care. The programs which can help a person get […]

The post KFF Health News’ Yearlong Study of How Government Decisions Undermine Black Americans Health appeared first on Angry Bear.

DOGE today, gone tomorrow “With a little more than a month until Inauguration Day, one of the most fascinating parts of the new administration isn’t being led by President-elect Donald Trump. The Department of Government Efficiency, or DOGE, has arguably garnered more attention than Trump’s plans for tax cuts, tariffs, and immigration. Co-heads Elon Musk […]

The post Why is This Commentary BS? appeared first on Angry Bear.

A More Democratic Economy A 1787 newly minted United States of America wasn’t far removed from an old Europe where not so long before all property belonged to the crown or state; where only a hundred years or so earlier John Locke had first defended the idea of private property at a time when most […]

The post Public vs Private Wealth – Breaking Free appeared first on Angry Bear.

Looks like Trump wants to kill the US Postal Service. Postmaster General DeJoy has been bent on killing the USPS in a death by a thousand cuts. The Trump administration will try to kill it outright, and hand over its responsibility to the private sector. Ironic, because the big losers will be rural residents that […]

The post USPS RIP appeared first on Angry Bear.

– by Bill McBride Calculated Risk Newsletter REO: lender Real Estate Owned We will NOT see a surge in housing foreclosures that would significantly impact house prices (as happened following the housing bubble) for two key reasons: 1) mortgage lending has been solid, and 2) most homeowners have substantial equity in their homes. Last week, CoreLogic reported […]

The post Q3 Update: Housing Delinquencies, Foreclosures and REO appeared first on Angry Bear.

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.

Sorry, our system is f’d up and one of us was murdered as a result. We admit the United Health system does not work as well as it should. At United Health, we can sympathize with all of you hit with higher healthcare costs and bad results. We at United Healthcare are “willing to partner […]

The post United Health Group and the Healthcare System appeared first on Angry Bear.

I live in Arizona and I will not miss Sinema. “Senate Democrats were livid after Sens. Kyrsten Sinema (I-Arizona.) and Joe Manchin (I-W.Va.), two longtime members of their caucus, voted Wednesday (12/11/2024) to block President Biden’s  nominee, Lauren McFerran, to serve another five-year term on the National Labor Relations Board.” The impact of which will allow Trump to place an anti-labor member […]

The post Leaving Arizona Behind appeared first on Angry Bear.

Weekly Indicators for December 9 – 13  – by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha. While the short-term forecast and nowcast have remained relatively constant, the “action” has been in the long leading indicators – some things good, some bad. The biggest thing that happened this week is that the […]

The post New Deal democrats Weekly Indicators for December 9-13 appeared first on Angry Bear.

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.

I grew up at the western edge of the Eastern Time zone. There was enough daylight at 9:30 PM in the summer to finish up mowing the lawn. I’ve never found the switch between Standard Time and DST to be problematic. Jet lag after a flight to Europe is *much* more uncomfortable. I see where […]

The post Time’s up for Daylight Savings Time? appeared first on Angry Bear.

Interesting article on wealth. Sometimes being lucky outperforms talent or intelligence. A recent article including some graphs I included. Sources for the graphs are provided allowing the reader to learn more about how wealth is obtained. Article by Vawn Himmelsbach was portrayed in Moneywise. ‘Moneyball’ and ‘Big Short’ Author Michael Lewis Says Elite Rich Americans […]

The post Elite Rich Americans Often Overlook a Factor That is Key to Their Success appeared first on Angry Bear.

Some history on Senator Joe Manchin III. He has never met a lump of coal he did not like. There is money in the almost black gold. Twenty years of supplying the Grant Town power plant in West Virgina with low-grade coal mixed with rock and clay known as “gob.” And stymieing any interest in […]

The post The Legacy of a Retiring Senator appeared first on Angry Bear.