Historical Archives

From ‘Indispensable Nation’ Back To Ugly American

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

From ‘Indispensable Nation’ Back To Ugly American Read More »

Thanks For The Massive Corporate Tax Cut, GOP! CapEx Orders Back To May 2008 Levels

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

Thanks For The Massive Corporate Tax Cut, GOP! CapEx Orders Back To May 2008 Levels Read More »

Home Alone! 47% Of Chinese Home Mortgages Are On Unoccupied Units

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

Home Alone! 47% Of Chinese Home Mortgages Are On Unoccupied Units Read More »

Tulsi Got That Right: Establishment Pundit Class Always Dreaming Up New Places For People To Die

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

Tulsi Got That Right: Establishment Pundit Class Always Dreaming Up New Places For People To Die Read More »

Subprime Shifts To The Fast Lane: Auto-Loan Delinquencies Spike to Great Recession Levels

Serious auto-loan delinquencies – loans that are 90 days or more past due – surged to 4.47% of total auto loan balances in Q4 2018, according to New York Fed data this morning. This put the auto-loan delinquency rate at the highest level since Q1 2012 and just 0.6 percentage points below the peak during …

Subprime Shifts To The Fast Lane: Auto-Loan Delinquencies Spike to Great Recession Levels Read More »

See Here: Never Been A Margin Call—Just Enlightened Investors Lightening Their Debt Loads After Stock Market Breaks!

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

See Here: Never Been A Margin Call—Just Enlightened Investors Lightening Their Debt Loads After Stock Market Breaks! Read More »

As Dull As Watching Paint Dry……..Not!

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

As Dull As Watching Paint Dry……..Not! Read More »

Mind The Corporate Debtberg—It’s A Credit Disaster Waiting To Happen

  A case in point is US corporate debt, which has changed structurally lately in very scary ways. The short version of the story is that after the US cut interest rates to historically low levels to keep the Great Recession from swapping it’s capital R for a capital D, public companies figured out that …

Mind The Corporate Debtberg—It’s A Credit Disaster Waiting To Happen Read More »

If Lying To Congress Is An Enforceable Crime, We’re Gonna Need More Jails…

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

If Lying To Congress Is An Enforceable Crime, We’re Gonna Need More Jails… Read More »

Bubble Finance In One Picture: Every Declining Income Growth, Ever Rising Wealth!

David Stockman’s Contra Corner is the only place where mainstream delusions and cant about the Warfare State, the Bailout State, Bubble Finance and Beltway Banditry are ripped, refuted and rebuked. Subscribe now to receive David Stockman’s latest posts by email each day as well as his model portfolio, Lee Adler’s Daily Data Dive and David’s …

Bubble Finance In One Picture: Every Declining Income Growth, Ever Rising Wealth! Read More »