Calafia Beach Pundit
Latest Articles
One More Wall Of Worry
Rising Bond Yields Are A Good Thing
Putting Bonds And Stocks Into Perspective
Worrying About Rising Confidence
Manufacturing Is Off To A Strong Start
Predictions For 2018
Truck Tonnage Is Impressive
The Bond Market Begins To Figure Things Out
The Fed Is Not Yet A Problem
No Jobs Boom Yet, But...
Wealthier And Wealthier
Tax Reform Is Priced In, But Not A Stronger Economy
The Yield Curve Is Not A Red Flag
Delaying Tax Cuts Is Ballooning The Deficit
Jobs Growth Is Disappointing, But The Tax Plan Is Encouraging
Key Charts Updated
Not Cutting Tax Rates Is Boosting The Deficit
A Goldilocks Dollar?
Recent And Notable Charts
Healthy Households
Tax And Deficit Scaremongering
FOMC's Cautious And Correct Plan To Unwind QE
Big Picture Charts
A Better P/E Ratio
12 Charts To Watch
Something To Worry About
No Looming Debt Crisis
The Nork Wall Of Worry
Credit Spreads Tell A Bullish Story
Commercial Real Estate Still Strong
No Boom, No Bust
Global Green Shoots