beenburnedtwice

Quantum Shift in Economic Baseline: A 'Black Hole' Recovery

Great article Steve. I would like to know exactly how the WLI from the ECRI is made up. The basis of the data comes from somewhere and seems to be the only green shoot out there defying explanation for me.

Distilling the Economic Data: No Recovery News

There is a stark paradox revealing itself in these numbers, and other recent transportation analysis--why is the Port of Los Angeles container traffic holding up, while all apparent trucking data, and my own personal direct observations indicating that rail and truck traffic has fallen off a cliff?

Are inventories climbing that rapidly? Are empty containers being offloaded? Is there a new magical good distribution network I'm not aware of?