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Articles written by Jeffrey Young Guest Columnist


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Jeffrey Young: 'Owner’s equivalent rent' is not a cash payment.

The shocking -- 50% higher than expected for January-- CPI might be an explicable 'shelter' anomaly but 'ill-understood inflationary forces' still loom as broader threat

When it comes to Dept. of Labor statistics there are quirks in data inputs on rent increases, including rents that only exist from an accounting standpoint.

February 20, 2024 at 10:18 PM

Jeffrey Young: What works for one firm might not work for the system.

The hot take on why a 100-basis-point rate rise from here simply can't be dismissed after the Silicon Valley Bank exhale and may put Charles Schwab Bank on the hot seat

Following the recent banking panic, rates seem to be finally experiencing 'some stickiness,' but too many unknowns and uncontrollable factors remain before economists can breathe easy.

April 7, 2023 at 2:18 AM

Jeffrey Young: The biggest threat to the market comes from the market itself. Nobody is bearish.

How 500 truck stops can reassure RIAs about markets when 'nobody is negative, the bloom is off the Zoom economy and inflation returns

Thanks to smart phone data and fumes, Jeffrey Young can get past Fed data and look at the pipeline that carries the goods and see what lies ahead.

June 21, 2021 at 8:13 PM

Jeffrey Young: Mobility is now the premier economic indicator.

US economy and stock markets have hit a post-COVID 'rock bottom,' and smartphone data show a stealthy mini-recovery is developing

Sheltering in place was the commerce killer but after Easter, people got hopping again, according to data from their smartphones

April 23, 2020 at 9:12 PM

Jeffrey Young: The control of the disease does not have to be perfect to get the economy going.

Imperfect social distancing efforts may suffice to save the U.S. economy -- and our 401(k) accounts, says hard data from China's bout with COVID-19

The nation of 1.4 billion people is statistically pretty unscathed -- and its data not so fishy -- suggesting U.S. investors might lean toward optimism

March 27, 2020 at 10:09 PM

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