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Crypto-Currencies – Presentation at NEC – April 21, 2018
Please find slides for my presentation here
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Two Versions of the US Fiscal Deficit
The US (federal) fiscal deficit has been deteriorating recently. This is an odd thing during […]
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US Macro Report – Employment Insight – May 2017
Lighthouse US Macro Report – Employment Insight – 2017-05
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US Macro Report – April 2017
Is the US economy heading into a recession? Most investors won’t know until it is […]
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What the hell just happened – Part 2
Part 2 (for part 1, please look here) At the beginning of part 1, I […]
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What the hell just happened? Part 1
Part 1 Most of the year, the S&P 500 Index traded sideways in a narrow […]
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US June Retail Sales
US June retail sales (-0.3% m/m) came in below expectations (+0.3%). Excluding car and gasoline […]
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Tsipras announces referendum on bailout
From FT’s Peter Spiegel: “Alexis Tsipras, the Greek prime minister, has announced a national referendum […]