Latest activity

The monthly changes in construction bounce around a lot due in part to the effects of weather (even after seasonal adjustment). If you...

So because you think its saying the quiet part out loud so you believe it? I got it.

When the thing he says is weirdly saying the quiet part out loud, yeah I believe that.

I just wanted to post the “can’t spell tariffs without ffs” quip …pretty good line

Silence? Its just one month of data so not really a story but potentially a harbinger of things to come. Also, construction usually...

Nor am i

Oh - gains? Really? It takes time? 28K increase in construction jobs despite deportations. Who are getting these jobs then?

Nor am i

Yes - The short term impact or dramatically cahnging the ecnomic structure of the country will not be great. I'm not shocked by this.

If demand isn't falling, and Americans are desperate for jobs, we shouldnt be seeing continued declines in manufacturing and construction

The good news about the data in 2025 is it perfectly aligns to the data of tariffs the world has tried over and over and over What we...

Got it - After a few months its conclusive. But again, I've always said at first you would all pump your chest out. It'll be a bit more...

I mean - when did deportations actually start? But a year Sturg? Come on man...

The good news about the data in 2025 is it perfectly aligns to the data of tariffs the world has tried over and over and over What we...

Totally fair - its a good line.