Monday, March 5, 2018

NDD triple-shot of dooooomery


Three from NDD:

New Deal Demoncrat - is the secular trend changing? I'd point out that the last time bond yields and stock prices both went up together, the US market was a completely different animal, with much more manufacturing, much less services, and a completely different demographics.

New Deal Demoncrat - significant deterioration in M1 & M2. Bears watching, because money supply is a no-bullshit indicator. Then again, so much American money is used overseas that it might actually signify something else, depending on whether or not the Fed follows domestic M1 & M2 or worldwide M1 & M2.

New Deal Demoncrat - the march of demographics and the 2018 midterms. Really interesting take on US voter demographics, with some interesting ideas like how people actually don't generally change their political stripe as they age.







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