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Timestamps were almost exatly the same so I suspect he saw and decided not to respond. But I've been wrong before.

God forbid you take a 2 month vacation

Apologies for stepping away for 9 minutes

And even more volatility when you shock the system. Thats why I referenced one month.

Because there is a lot of volatility in the monthly numbers. July down 3k, August down 20K, September up 25K, October down 1K, November...

If Elder gets 20-25 starts, we are in big trouble. He is currently, at best, 6th among SP options going into 2026 behind, Sale...

Why should I care about moving averages when we just shocked the system?

Apologies for stepping away for 9 minutes

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?