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Reading Jeff Snider: Nobody’s Looking, Economic Activity Revised Down [Ep. 147, Macropiece Theater]

The September 2021 reading for America's new orders of durable goods shows stagnation / stalling. It is likely much worse but we won't know it for several years, not until the benchmark revisions are performed. We've seen this before, in 2018. And 2014. And 2012. Don't be surprised this time. A reading, by Emil Kalinowski.


----------WHO----------
Jeff Snider of Alhambra Investments. Read by Emil Kalinowski. Art by David Parkins. Intro/outro is "Alegro" by TAGE at Epidemic Sound.


----------WHAT----------
The Enormously Important Reasons To Revisit The Revisions Already Several Times Revisited: https://bit.ly/3jSDbhq


----------WHERE----------
Jeff's Alhambra Blog: https://bit.ly/2VIC2wW
Jeff's RealClearMarkets Essays: https://bit.ly/38tL5a7
Jeff's Twitter: https://twitter.com/JeffSnider_AIP

Emil's Twitter: https://twitter.com/EmilKalinowski
David's Art: https://davidparkins.com/


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---------TAG----------
#JeffSnider #DataRevisions #TrendCycle #BenchmarkRevisions
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Jeffrey P. Snider
Jeffrey P. Snider is the head of Global Investment Research of Alhambra Investment Partners (AIP). Jeffrey was 12 years at Atlantic Capital Management where he anticipated the financial crisis with critical research. His company is a global investment adviser, hence potential Swiss clients should not hesitate to contact AIP
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