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Macroeconomics

Matt Busigin in New River Investments

Nov 12, 2016

The Mythological Machinations of The Compensation/Productivity Gap

According to the BLS’s Labor Productivity and Costs series, since 1947, Real Compensation Per Hour is up 212%, while Real Output Per Hour is up almost 392%.

Matt Busigin in New River Investments

Oct 11, 2016

The A/S and A/D Curves Are Not A Wassily Kandinsky Painting

Matt Busigin in New River Investments

Jul 3, 2016

The Fed Is Repeating A 1937 Mistake

(but not the one you think)

A principal cause of the global nature of the Great Depression, and 1937 recession was the sterilization of gold in-flows into the United States. The United States found itself as the destination…

Matt Busigin in New River Investments

Jun 27, 2016

Valuation and Profit Growth

Asset returns can be considered a function of the differential between expected real earnings growth, and realised real earnings growth. This can be borne out by solving for future S&P 500 alpha over short-term corporate bonds, using starting valuation (LERP), realised inflation…

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Guillermo RoditiDominguez in New River Investments

Jun 18, 2016

Re:Dazed & Confused: Notes on Labor Force & Wage Growth

Earlier today Stephen Williamson, of the St. Louis Fed, posted an excellent response to the vocal disappointment of many economic commentators over the low headline number of payroll growth in May reported on the Employment Situation…