Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
Capital Account Rebalancing
A nasty reminder tariffs slow growth, global imbalances and gold in the '70s and now, the broadest measure of growth was weak in 1H25, financial…
3 hrs ago
•
Barry C. Knapp
14:18
Capital Account Rebalancing
A nasty reminder tariffs slow growth, global imbalances and gold in the '70s and now, the broadest measure of growth was weak in 1H25, financial…
5 hrs ago
•
Barry C. Knapp
2
Should Have Been 50
Low correlation could be the next weapon of mass destruction, a deep dive on capex, micro to macro analysis of tariffs, margins, the AI boom and fixed…
Oct 6
•
Barry C. Knapp
14:31
Should Have Been 50
Low correlation could be the next weapon of mass destruction, a deep dive on capex, micro to macro analysis of tariffs, margins, the AI boom and fixed…
Oct 4
•
Barry C. Knapp
6
Labor Market Update
Collapsing churn risks harmful consequences for productivity, real wages and employment
Oct 1
•
Barry C. Knapp
9:51
September 2025
Labor Market Update
Collapsing churn risks harmful consequences for productivity, real wages and employment
Sep 30
•
Barry C. Knapp
6
Run it Hot
The '17 rally, '18 correction analog, running it hot next year, immigration and the neutral rate, Employment week
Sep 29
•
Barry C. Knapp
7
9:07
Run it Hot
The '17 rally, '18 correction analog, running it hot next year, immigration and the neutral rate, Employment week
Sep 29
•
Barry C. Knapp
4
The Road to Redemption
Watch now | The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not…
Sep 22
•
Barry C. Knapp
2
6:01
The Road to Redemption
The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not a bubble…
Sep 22
•
Barry C. Knapp
1
14:08
The Road to Redemption
The rate plan, a silent dissent, the inflation environment is more favorable than last September, labor churn collapse, bank ROE boost, not a bubble…
Sep 20
•
Barry C. Knapp
3
History is a Pack of Lies
Labor market recession, hysteresis and the Fed's mandate, labor churn picking up but slack still increasing, we are a buyer from sellers of the Fed news
Sep 15
•
Barry C. Knapp
15:21
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
