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Max Fraad Wolff

 
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  • Steady And Disappointing - July Jobs
    Fri, Aug. 1 DIA, SPY, QQQ 2 Comments

    Summary

    • Steady Labor Market Growth.
    • Continued Weak Participation.
    • Still NO wage growth.
  • Good News And Mark Twain
    Thu, Jul. 3 SPY, DIA, QQQ 5 Comments

    Summary

    • June Jobs 2014.
    • Unemployment.
    • Informal Economy.
  • What Jobs May (2014) Come
    Fri, Jun. 6 7 Comments

    Summary

    • Jobs report.
    • Wealth effect.
    • Economic growth.
  • April Data Showers
    Fri, May. 2 DIA, SPY, QQQ Comment!

    Summary

    • April Non Farm Payrolls.
    • GDP, economic growth.
    • Wages.
  • Long March Forward On Jobs
    Fri, Apr. 4 DIA, SPY, QQQ 2 Comments

    Summary

    • Non-Farm Payrolls have improved but wages and job quality have not.
    • We expect upward wage and interest rate pressure and downward pressure on equity multiples.
    • Wages, job quality are at least equally important with net new jobs created.
  • February Jobs, Just Enough Growth?
    Mon, Mar. 10 1 Comment

    Summary

    • February Jobs Report: A look at the BLS Data with contextual awareness.
    • Productivity: Productivity keeps rising, as does output, with wages stagnant to down. The downward pressure on unit labor costs is missing effective demand.
    • Wages: The bottom 80% of households, by income, live, die, buy, save on wage changes. Absent sustained wage growth, we will not have a robust recovery.
    • Demographics: It has been tough for the young. Greater wage losses, higher debts and lower labor force participation among younger Americans is a huge macro issue.
  • December Jobs Disappointment
    Fri, Jan. 10 SPY, QQQ, SH 13 Comments
  • November Data: Holiday Gift?
    Dec. 6, 2013 SPY, QQQ, SH 2 Comments
  • A Tapering Economy?
    Sep. 6, 2013 DIA, SPY 1 Comment
  • Hot June Jobs
    Jul. 5, 2013 Comment!
  • In Like A Lion - March Jobs
    Apr. 5, 2013 Comment!
  • Calm Before Sequester Storm?
    Mar. 8, 2013 2 Comments
  • On Trend, What Trend?
    Feb. 1, 2013 3 Comments
  • Absent Earnings Growth In 2012
    Jan. 4, 2013 1 Comment
  • Election Jobs Report October
    Nov. 2, 2012 DIA, SPY 1 Comment
  • Middling Report With Upward Revisions
    Oct. 5, 2012 DIA, SPY 3 Comments
  • Housing Rises Again?
    Aug. 29, 2012 DHI, TOL, XHB 11 Comments
  • A Look At The July Jobs Report
    Aug. 3, 2012 UUP, UDN 6 Comments
  • Lion Of March Jobs Report
    Apr. 8, 2012 SPY, IVV, VOO Comment!
  • Hurricane Ben?
    Aug. 26, 2011 Comment!
  • A Strange and Disappointing Recovery
    Aug. 9, 2011 1 Comment
  • Price and Competition: Netflix and Sensitivity in New Tech
    Jul. 26, 2011 NFLX 1 Comment
  • Making the State Cyclical
    Feb. 25, 2011 2 Comments
  • December NFP and the Tug-of-War Economy
    Jan. 9, 2011 Comment!
  • Municipal Debt: Got Local Knowledge?
    Dec. 22, 2010 BAB, BABI, BABS 4 Comments
  • Looking Beyond a Weak Jobs Report: A View on Productivity and Labor Costs
    Dec. 3, 2010 1 Comment
  • Qualitatively Wrong About Quantitative Easing?
    Nov. 24, 2010 3 Comments
  • Shifting Shares and Price Targeted Policy
    Nov. 15, 2010 Comment!
  • Good Economic News vs. Bad Economic News: The Dumbbell Effect
    Apr. 9, 2010 SPY, DIA, AGG Comment!
  • 2010 State of the Union: Three Looming Risks
    Jan. 28, 2010 DIA, SPY, QQQ 3 Comments
  • U.S. Economy - Doubters vs. Believers
    Jun. 12, 2009 5 Comments
  • China Needs an Economic Transformation
    May. 13, 2009 EEV, FXI, FXP 3 Comments