NFTRH 826

Notes From the Rabbit Hole, #826 Conversational NFTRH 826 [edit] I'm about half way through this report as it becomes apparent to me that this is one of those conversational…

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August Payrolls Report: +142,000

The August Payrolls report comes in a little light (142k) vs. expectations of 161k You can tap the image for the full BLS report: Here is the graphic included in…

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David Rosenberg Is On Our Counter-Cyclical Game Plan

Rosenberg recommends defensive positioning amid dis-inflationary, recessionary pressure The NFTRH theme has been disinflation and economic signals fading toward counter-cyclical. Check. Everybody's got the memo now. Even the tardy Fed…

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