The Leyendecker View Blog
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» The Leyendecker View: Facebook’s Metaverse Faces Competition
- November
- 26
- 2021
The Leyendecker View: November 26, 2021
It is impossible for a man to learn
what he thinks he already knows.
- Epictetus
THOUGHTS FROM DOUG
Only three more days of Thanksgiving weekend. Oh yeah!!! Enjoy!
Are Internet retailers about to go brick-and-mortar?
Will Black Friday sales disappoint this year?
My gal friend had an epiphany a couple days ago. It goes something like this: Since, as a society, we're already such gluttons to give thanks on Thanksgiving, maybe we should fast instead of eating more, more, more? Hmmm....And she's no turkey hugger.
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» The Leyendecker View: The Chip Shortage Silver Lining
- November
- 19
- 2021
The Leyendecker View: November 19, 2021
I am grateful for what I am and have.
My thanksgiving is perpetual.
- Henry David Thoreau
THOUGHTS FROM DOUG
All inflation is transitory. What matters is if it's still around during an election.
Will the Chinese lower prices to ramp up exports and boost their economy as their domestic real estate market slumps? If so, wouldn’t this be disinflationary?
A year from now, most of the supply chain kinks and labor and inflation challenges should be worked out. Could we see an economic boom later next year? Think of how many people today are putting off a car purchase or a home improvement project.
Loads of governments and companies are drafting zero carbon initiatives with goals for 2040, 2050, and 2060. How in the heck do we have any idea what economy will look like 20 or more years from now? If history is any gauge, many of the companies pledging will be out of business before their carbon neutral goals are even met.
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» The Leyendecker View: How America Failed Workers
- November
- 12
- 2021
The Leyendecker View: November 12, 2021
If a man hasn’t discovered something that he will die for, he isn’t fit to live.
- Martin Luther King Jr.
THE ECONOMIC VIEW
Fed Chairman asks for patience
Not easy managing through this economic mess.
As economic confidence and consumer sentiment slides.
US trade deficit hits another record
We keep sending our dollars to other countries.
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» The Leyendecker View: The Great Monetary Unwinding
- November
- 08
- 2021
The Leyendecker View: November 5, 2021
Ideas are cheap. Execution is expensive.
The ability to execute separates people,
not the ability to come up with ideas.
- Shane Parrish
THE ECONOMIC VIEW
Employment reports 500K+ new jobs
Are we back to building economic momentum?
The great monetary unwinding arrives
And the stock market hits another record.
But no groundwork is set for higher rates
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» The Leyendecker View: Bond Market Sales Inflation Will Last
- October
- 29
- 2021
The Leyendecker View: October 29, 2021
America is thirsty to reward grace and virtue.
- Robert Woodson
THE ECONOMIC VIEW
US economy slowed to 2% growth in Q3
Expectations were 2.8%...Delta, Delta, Delta.
Holiday sales projected to break record
So suggests the National Retail Federation.
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» The Leyendecker View: What’s Really Going on in China
- October
- 22
- 2021
The Leyendecker View: October 22, 2021
A dream doesn’t become reality through magic.
It takes sweat, determination and hard work.
- Colin Powell
THE ECONOMIC VIEW
Sept US industrial output drops sharply
Biggest drop since initial 2020 crash.
Mortgage rates may spike 30% higher
So suggests Mortgage Bankers Association.
Yet Zillow expects almost 12% appreciation in 2022
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» The Leyendecker View: Elon Musk Has the Best Rocket
- October
- 15
- 2021
The Leyendecker View: October 15, 2021
Never confuse education with intelligence or knowledge with wisdom.
- Richard Feynmam
THE ECONOMIC VIEW
Goldman cuts US growth forecast
How many times have they been wrong recently?
Small business optimism slips
Chaotic world creates too much uncertainty.
Yet retail sales remain resilient
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» The Leyendecker View: Is a Crypto Meltdown Coming?
- October
- 08
- 2021
The Leyendecker View: October 8, 2021
There were conflicts of interest between what was good for the public and what was good for Facebook. And Facebook, over and over again, chose to optimize for its own interests, like making money.
- Frances Haugen, Facebook Whistleblower
THE ECONOMIC VIEW
Job growth disappoints once again
200Kish new jobs doesn’t match 500K expectations.
Housing affordability matches 2008
Remember what happened in 2008?
Mortgage applications fall 6.9%
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» The Leyendecker View: Is the Stock Market Rigged?
- October
- 07
- 2021
The Leyendecker View: October 1, 2021
You are the breeze in desert for me. My water. And ocean. Meant to be only together tiger.
- Tweet from Elizabeth Holmes to boyfriend Sunny Balwani read at Thernos trial
His response: Ok
THE ECONOMIC VIEW
Consumer confidence at 6-month low
As weekly jobless claims rise
Are we close to the bottom of Delta?
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» The Leyendecker View: Covid About to Decline
- September
- 24
- 2021
The Leyendecker View: September 24, 2021
Compete with yourself, and root for everybody else.
- Candice Millard
THE ECONOMIC VIEW
Household wealth rises sharply
Along with household debt.
Homeowner’s equity keeps rising
Let’s hope it doesn’t stop.
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» The Leyendecker View: Is the Pandemic About to End?
- September
- 17
- 2021
The Leyendecker View: September 17, 2021
I’ve had a lot of worries in my life, most of which never happened.
- Mark Twain
THE ECONOMIC VIEW
Median household income fell in 2020
Yet poverty declined
How can this be?
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» The Leyendecker View: The PE Secret to Success
- September
- 10
- 2021
The Leyendecker View: September 10, 2021
You know what the happiest animal on earth is? It’s a goldfish. You know why?
Got a ten-second memory. Be a goldfish.
- Coach Lasso in Ted Lasso (video)
THE ECONOMIC VIEW
Stay in your lane
Should the Fed be focused on economic inequality?
Dems consider new tax schemes
Where to find the trillions needed for more stimulus.
Read More »