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  • Where Will the Jobs Come From?

    Where Will the Jobs Come From?
    Stupid Government Tricks
    Let’s Tax the Millionaires
    Kilkenny, Atlanta, DC, and Home

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  • Be Careful What You Wish For

    This week we turn our attention to the elections and their aftermath. Long-time readers know I am a Republican, but I offer some sobering advice to my friends on my side of the aisle: Be careful what you wish for. It's one thing to get a few votes. It's quite another to live up to promises that simply can't be kept. We will start our analysis by looking at the GDP numbers that came out today, and we will end by pointing out that there will be no easy choices. And then we can turn our attention where it should be, to the World Series here in Texas.

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  • Thoughts on the Statistical Recovery

    We are clearly starting to get some better data points here and there. But as I pointed out this summer, it is going to be a recovery in the statistics and not in the things that count, such as income and employment. This week we look at the nascent recovery (which could be at 3% this quarter) and try to look out into the future to see what it means. We look at how recoveries come about, and why I am concerned that we will see a double dip recession. Plus, I learned some new tricks courtesy of my new granddaughter which Tiffani had this week. There is a lot to cover, but it should be interesting.

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  • The End of the Recession?

    Last week we began a series on data abuse, about how various commentators twist and torture data to make it say what they want, or fail to look at the details underneath the headlines. Predictably, there is a lot of fodder this week as we forge ahead into this ripe territory. The headlines screamed that US income data went up unexpectedly. Green shoots were everywhere. But if you look at the actual data, you find something much different. And, I keep hearing the insistent refrain that the market is telling us that the recovery is around the corner. Well, the recovery may be, but can the market really tell us that? I have about 25 windows open in my computer, with tons of misleading data. Let's see how much we can cover in this week's letter....