Moore’s Law and hyperinflation
In pre-modern times there was almost no hyperinflation, at least for extended periods of time. That’s because kingdoms mostly relied on some sort of commodity...
Category : Ideas & Strategies
Hotels: Occupancy Rate Declined 29.2% Year-over-year
From HotelNewsNow.com: STR: US hotel results for week ending 10 OctoberU.S. hotel weekly occupancy hit 50% for just the second time since the low point...
The Hallmark of a Bubble, The Long Term Consequences of Massive Government Stimulus and Bank Earnings
Yesterday, the great Howard Marks came out with one of his memos. I consider Marks one of the Top 15 investors of all-time and I...
China’s losing the soft power war
While China avoided losing its trade war with America, it is shooting itself in the foot when it comes to the war of ideas.China recently...
New Apple iPhones Expected to Drive Sales Higher
Apple is hyping the release of its new iPhones. On Tuesday of this week, Apple will hold a launch event where it will reveal its...
U.S. Demographics: Largest 5-year cohorts, and Ten most Common Ages in 2019
IMPORTANT NOTE: The data below is based on the Census 2019 estimates. Housing economist Tom Lawler has pointed out some questions about earlier Census estimates,...
AAR: September Rail Carloads down 9.7% YoY, Intermodal Up 7.1% YoY
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. U.S. rail volumes in September ranged from “generally getting...
Election forecasts
In 2016, Hillary won the popular vote by 2.1%, and still lost the Electoral College (EC) by a fairly wide margin. She would have needed...
Las Vegas Real Estate in September: Sales up 16% YoY, Inventory down 31% YoY
This report is for closed sales in September; sales are counted at the close of escrow, so the contracts for these homes were mostly signed...
2020 is a black comedy
Black comedies are underrated. Let’s face it, many people just don’t get them. And you guys know who I’m talking about. We’ve all me those...