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Alan H.

@demandside.bsky.social
883 followers 1.1K following 2.2K posts

Covid began in 2020. Trump bungled it into a deep recession. Biden had the economy humming again on January 19, 2025. Trump Crash 2.0 might be two Covids deep. When the panic comes, there can be no bailouts.

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Alan H. @demandside.bsky.social · 11/05/2026
The Buffett Indicator divides the total value of the stock market by GDP. As Buffett says, it’s “probably the best single measure of where valuations stand at any given moment.” At its current level, the indicator is beyond the 200% threshold that is when investors are “playing with fire”. (ht
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Alan H. @demandside.bsky.social · 20/03/2026
Credit cards are already getting loaded up, ahead of the gasoline price shock. This is not good #economycharts
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Alan H. @demandside.bsky.social · 20/03/2026
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Alan H. @demandside.bsky.social · 18/03/2026
How long will the Strait of Hormuz be closed? As long as Iran wants it closed. btw Closed only to the actors and allies of Israel and the US. After the unprovoked attack assissinating the Iranian leadership (and the bombing of a girls school). #economycharts
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Alan H. @demandside.bsky.social · 18/03/2026
Also from Pettifor, the spike in margin debt, that which turns drops in the stock market into systemic failure.
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Alan H. @demandside.bsky.social · 18/03/2026
From Ann Pettifor's latest piece annpettifor.substack.com/p/war-inflat... Notice the deterioration we experienced beginning in 1980.
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Alan H. @demandside.bsky.social · 18/03/2026
Kevin Hassett has been wrong in every step of his professional life. He is incompetent, but loyal. Like most Trump officials.
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Alan H. @demandside.bsky.social · 16/03/2026
Crude Oil 03/16/27 [6:38 PM ET] #economycharts
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Alan H. @demandside.bsky.social · 16/03/2026
Pew Poll on Data Centers 03/16/26 #economycharts
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Alan H. @demandside.bsky.social · 15/03/2026
Wealth by Percentile since 1990 Green is the top 0.1% Purple is the top 1% Orange (flat line at the bottom) is 50th percentile 20th percentile does not register #economycharts
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Alan H. @demandside.bsky.social · 13/03/2026
Q4 2025 US GDP at a miserable 0.7 #economycharts
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Alan H. @demandside.bsky.social · 13/03/2026
Employment to Population Ratio #economycharts
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Alan H. @demandside.bsky.social · 12/03/2026
Gasoline (USD/Gal) 3/12/26 #economycharts
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Alan H. @demandside.bsky.social · 12/03/2026
Natural Gas EU 3/12/26 #economycharts
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Alan H. @demandside.bsky.social · 12/03/2026
US Heating Oil 03/11/26 #economycharts
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Alan H. @demandside.bsky.social · 12/03/2026
#economycharts
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Alan H. @demandside.bsky.social · 11/03/2026
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Alan H. @demandside.bsky.social · 11/03/2026
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Alan H. @demandside.bsky.social · 09/03/2026
Household Debt, Mortgage and Non-Mortgage 1980-2024
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Alan H. @demandside.bsky.social · 06/03/2026
If you think federal debt is out of control, compare it to the wealth of the top 1%. It has exploded since 2009.
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Alan H. @demandside.bsky.social · 05/03/2026
"When asset prices rise but sentiment remains depressed, it suggests that the benefits of economic growth are not being felt evenly (see Figure 1)." www.etftrends.com/etf-strategi...
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Alan H. @demandside.bsky.social · 05/03/2026
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Alan H. @demandside.bsky.social · 05/03/2026
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Alan H. @demandside.bsky.social · 05/03/2026
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Alan H. @demandside.bsky.social · 04/03/2026
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Alan H. @demandside.bsky.social · 03/03/2026
Addled old autocrats, incompetent ideologs, and widespread oppression... for a war packaged as "the war to end all wars" and was just prologue WW2.
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Alan H. @demandside.bsky.social · 03/03/2026
If you haven't seen it, this is from last week.
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Alan H. @demandside.bsky.social · 01/03/2026
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Alan H. @demandside.bsky.social · 27/02/2026
Trump’s New Tariffs Are Also Illegal The 1974 Trade Act was designed to counter long-gone problems. foreignpolicy.com/2026/02/26/t...
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Alan H. @demandside.bsky.social · 26/02/2026
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Alan H. @demandside.bsky.social · 26/02/2026
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Alan H. @demandside.bsky.social · 26/02/2026
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Alan H. @demandside.bsky.social · 26/02/2026
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Alan H. @demandside.bsky.social · 26/02/2026
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Alan H. @demandside.bsky.social · 26/02/2026
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Alan H. @demandside.bsky.social · 26/02/2026
Cleanse your palate from the falsehoods and slop of Trump's SOTU. A short list of economic metrics compiled by Steve Rattner. The rot beneath the numbers, the metasticizing cancer of oligarchy and corruption, will show mure fully in 2026. It will not be pretty.
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Alan H. @demandside.bsky.social · 23/02/2026
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Alan H. @demandside.bsky.social · 20/02/2026
www.nytimes.com/live/2026/02...
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Alan H. @demandside.bsky.social · 20/02/2026
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Alan H. @demandside.bsky.social · 20/02/2026
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Alan H. @demandside.bsky.social · 19/02/2026
The private credit most exposed to AI is suffering. El-Arian asks "Is this the canary in the coal mine moment."
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Alan H. @demandside.bsky.social · 17/02/2026
"Wall Street is full of worried bulls. On one hand, investors are telling CEOs they're overinvesting. On the other, investors are feeling the best about the overall backdrop since June 2021, with "no landing" expectations at a record high: February BofA fund manager survey." - Lisa Abramowicz
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Alan H. @demandside.bsky.social · 17/02/2026
Is that the same chart as this?
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Alan H. @demandside.bsky.social · 15/02/2026
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Alan H. @demandside.bsky.social · 14/02/2026
No manufacturing rennaissance in the US as the result of tariffs. [from Adam Tooze on X]
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Alan H. @demandside.bsky.social · 13/02/2026
[ from Javier Blas @JavierBlas on X] Jan 12 CHART OF THE DAY: Due to the impact of Trump's tariffs, the all-in cost of aluminum in America has surged to a record high .... The impact would be soon felt on anything made with aluminum -- including beer cans.
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Alan H. @demandside.bsky.social · 13/02/2026
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Alan H. @demandside.bsky.social · 13/02/2026
[from: npj @TiltingatM3 on X] Crazy you can see it stop on a dime in 1980—never been more hungry for a history of the Global Volcker Shock
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Alan H. @demandside.bsky.social · 11/02/2026
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Alan H. @demandside.bsky.social · 11/02/2026
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