[The results] are great for builders, great for sellers of home building products and consumer household products, and great for growth, … But, the dramatic strength in both units sold and in prices are both...

It is a complicated for the judges to administer. It should be an easier system for our voters to use.

There’s definitely that possibility, although one of the things the Fed wants to get away from is slavishly bowing to that lather, … I’m still expecting a quarter point cut. There’s a concern by some...

When we heal the earth, we heal ourselves.

The data is squarely at odds with the anecdotal evidence one gets from those in the industry,

We seriously doubt this report will dissuade the Fed from a 50-basis-point hike today. But if the May ‘core’ report is also benign and May retail sales are only moderate, that could cause the Fed...

As is evident, a clear deceleration appears to be underway. The gain was not large enough to recoup the 13.1% month-over-month decline in July.

It’s not as bad as we thought, but it’s still going in the wrong direction.