Open in app
Sign inGet started
Quantifying excess deaths of SSA OASDI recipients

Quantifying excess deaths of SSA OASDI recipients

One of the series I use at for the New River Investments economic models is Social Security Administration Old Age, Survivors and…
Go to the profile of Guillermo RoditiDominguez
Guillermo RoditiDominguez
The Robots Have Taken Over (Our Brains)

The Robots Have Taken Over (Our Brains)

Everyone’s worried. Even Jack Ma thinks that his job is in danger from robots. And he’s not alone. Nary a planetary rotation completes…
Go to the profile of Matt Busigin
Matt Busigin
Latest
Estimates of potential employment growth

Estimates of potential employment growth

Summary
Go to the profile of Guillermo RoditiDominguez
Guillermo RoditiDominguez
The Mythological Machinations of The Compensation/Productivity Gap

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…
Go to the profile of Matt Busigin
Matt Busigin
An Intro to the Dreaded #ConvexityVortex

An Intro to the Dreaded #ConvexityVortex

Note: Financially sophisticated readers are probably served best by skipping the words and looking at the charts, you’ll know what I mean.
Go to the profile of Guillermo RoditiDominguez
Guillermo RoditiDominguez
The A/S and A/D Curves Are Not A Wassily Kandinsky Painting

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

Practitioners of economics have funny ideas about inflation these days. Inflation data amongst economists have developed into a veritable…
Go to the profile of Matt Busigin
Matt Busigin
The Fed Is Repeating A 1937 Mistake

The Fed Is Repeating A 1937 Mistake

(but not the one you think)
Go to the profile of Matt Busigin
Matt Busigin
Valuation and Profit Growth

Valuation and Profit Growth

Asset returns can be considered a function of the differential between expected real earnings growth, and realised real earnings growth…
Go to the profile of Matt Busigin
Matt Busigin
Re:Dazed & Confused: Notes on Labor Force & Wage Growth

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…
Go to the profile of Guillermo RoditiDominguez
Guillermo RoditiDominguez
Profit repatriation and the bond market

Profit repatriation and the bond market

With an election fast approaching, we have been thinking about how the outcome of the presidential election could affect capital markets…
Go to the profile of New River Investments
New River Investments
About New River InvestmentsLatest StoriesArchiveAbout MediumTermsPrivacyTeams