Mildly Efficient (and Occasionally Rational)
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The Four Horsemen of the Labor Market
A deep dive into Austan Goolsbee's preferred metrics to evaluate the strength of the labor market
Aug 26
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Seth Neumuller
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Mildly Efficient (and Occasionally Rational)
The Four Horsemen of the Labor Market
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Will AI alter the economy’s long run growth trajectory?
Unless this time is different, probably not
Aug 16
•
Seth Neumuller
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Mildly Efficient (and Occasionally Rational)
Will AI alter the economy’s long run growth trajectory?
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The Fed Should Ignore Tariff-Induced Inflation
Sometimes, doing nothing is the most disciplined and effective response of all.
Aug 7
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Seth Neumuller
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Mildly Efficient (and Occasionally Rational)
The Fed Should Ignore Tariff-Induced Inflation
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Even at $950 per Share, Costco's Stock is Still a Bargain
Costco’s Stock Sports a PE Ratio Similar to Nvidia, But That Doesn’t Mean It’s Overpriced
Aug 1
•
Seth Neumuller
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Mildly Efficient (and Occasionally Rational)
Even at $950 per Share, Costco's Stock is Still a Bargain
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