capex

Q2 GDP Revisions: Its Still 2% Sans The Inventory Noise

By David Stockman. Posted On Thursday August 28, 2014

Irrational Exuberance Redux: Yellen Can’t See Bubbles, Either

By David Stockman. Posted On Monday June 23, 2014

Big Holes In The Two-Month CapEx Rebound Story: The Trend Has Been Nearly Flat Since 2012

By David Stockman. Posted On Tuesday May 27, 2014

About That Sea Of Corporate Liquidity: Cash Up $0.5 Trillion; Debt Up7X More—By $3.5 Trillion

By David Stockman. Posted On Thursday April 17, 2014