Economy/General - Page 4

Quarterly Review - First Quarter, 2023

Short descriptions of the contexts and dynamics communicated in the first quarter, 2023

It's Not A Bank Problem. It's A Capital Contraction Problem!

It's all about capital contraction.

A Slow-Motion Avalanche

Update on private companies as a leading indicator.

Quarterly Review - Fourth Quarter, 2022

Short descriptions of the contexts and dynamics communicated in the fourth quarter, 2022

Settling Down

Society gradually shifts from extremes to moderation.

Quarterly Review - Third Quarter, 2022

Short description of the contexts and dynamics communicated in the third quarter, 2022.

The Rubber Band Effect

The economy has structural rather than cyclical problems.

Inferential Focus Topic Descriptions 9-12-22

Short Description of Current Inferential Focus Topics

Moving Through Uncharted Territory

A realm where models, certainty and specialties prove unhelpful.

The Peak Of Negativity

Society's mood starts to change, near-term fears fade and actual issues surface.

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