Alan H. @demandside.bsky.social · 11/05/2026The 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 080
Alan H. @demandside.bsky.social · 20/03/2026Credit cards are already getting loaded up, ahead of the gasoline price shock. This is not good #economycharts 010
Alan H. @demandside.bsky.social · 18/03/2026How 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 020
Alan H. @demandside.bsky.social · 18/03/2026Also from Pettifor, the spike in margin debt, that which turns drops in the stock market into systemic failure. 110
Alan H. @demandside.bsky.social · 18/03/2026From Ann Pettifor's latest piece annpettifor.substack.com/p/war-inflat... Notice the deterioration we experienced beginning in 1980. 110
Alan H. @demandside.bsky.social · 18/03/2026Kevin Hassett has been wrong in every step of his professional life. He is incompetent, but loyal. Like most Trump officials. 000
Alan H. @demandside.bsky.social · 15/03/2026Wealth 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 020
Alan H. @demandside.bsky.social · 06/03/2026If you think federal debt is out of control, compare it to the wealth of the top 1%. It has exploded since 2009. 010
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... 010
Alan H. @demandside.bsky.social · 03/03/2026Addled old autocrats, incompetent ideologs, and widespread oppression... for a war packaged as "the war to end all wars" and was just prologue WW2. 000
Alan H. @demandside.bsky.social · 27/02/2026Trump’s New Tariffs Are Also Illegal The 1974 Trade Act was designed to counter long-gone problems. foreignpolicy.com/2026/02/26/t... 020
Alan H. @demandside.bsky.social · 26/02/2026Cleanse 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. 110
Alan H. @demandside.bsky.social · 19/02/2026The private credit most exposed to AI is suffering. El-Arian asks "Is this the canary in the coal mine moment." 020
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 010
Alan H. @demandside.bsky.social · 14/02/2026No manufacturing rennaissance in the US as the result of tariffs. [from Adam Tooze on X] 010
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. 010
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 110