The Bonddad Blog
Still nerdy after all these years
Wednesday, October 28, 2026
The AI data center driven manufacturing rebound continues
›
- by New Deal democrat While we await tomorrow’s deluge of data (Q3 GDP, personal income and spending, and jobless claims) let’s take a l...
Tuesday, October 27, 2026
New home sales and repeat home prices may both have sung their ‘swan song’ for recent trends last month
›
- by New Deal democrat Last month I closed with “ a reminder that the Fed’s interest rate hike and the similar increase in mortgage rates...
Monday, October 26, 2026
‘Level two’ chaotic systems, polling, and election results
›
- by New Deal democrat There’s no important economic data today, so let me post something that I meant to write about over the weekend ...
Saturday, October 24, 2026
Weekly Indicators for October 19 - 23 at Seeking Alpha
›
- by New Deal democrat My “Weekly Indicators” post is up at Seeking Alpha . While the usual recent troika of stock market valuations, low...
Friday, October 23, 2026
No, we are not DOOOMED: real usual weekly earnings edition
›
- by New Deal democrat As widely reported in the past week, real weekly earnings declined a sharp -2.1% in Q3. For example, here is Menzi...
›
Home
View web version
