InDataDrivenInvestorbyLOGIC Macro Regime·Oct 31The Liquidity Illusion: Why Strong GDP and Rising M2 May Be Hiding the Next Macro TurnUS growth is accelerating. Broad money is expanding. Yet the monetary plumbing and forward-looking indicators are sending a more…
James Picerno·Oct 21Housing Is Weak, but Its Impact on the Business Cycle Is MutedThere was a time when economists argued that housing was not only a key component of the economy, but also the primary driver of the…
Dr SP Mishra·Sep 13The Men Who Seem to Control the World; Until They Don’tThere is growing anxiety about the power accumulated by a handful of technology companies and the men who lead them, Elon Musk, Jeff Bezos…
James Picerno·Jul 14The US Expansion Continues, but Its Foundations Are UnevenThe US expansion just marked its six‑year anniversary, and the odds still lean toward growth holding up in the near term. Yet the backdrop…
Ajayprhrrr·Feb 27Economic Astrology: Understanding Business Cycles Through Planetary Timing and Market PsychologyEconomic astrology is the study of how collective cycles in society, policy, and risk appetite often move in waves that can be compared…
