UMich Sentiment Survey — More Details
Long-time friends with decades of economic skills sent an additional observation about Tuesday’s commentary, and TLRWire has a follow-up discussion of the UMich Survey.
November 13, 2025
David Kotok offers insights and analysis on current economic and political issues and their potential impact on global financial markets. David’s articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV, and Bloomberg Radio, Fox Business, and other media.
Long-time friends with decades of economic skills sent an additional observation about Tuesday’s commentary, and TLRWire has a follow-up discussion of the UMich Survey.
TLR on the Economy helps us to answer a question about the well-known data series from the University of Michigan.
I offer thoughts after seeing this documentary film with a gathering of about 100 people. Readers may freely share this commentary with others.
Argentina has defaulted 6 times since 1951, is #7 in the works? Or will another default be avoided?
We use two charts to illustrate the foreign currency versus dollar question. Will history repeat?
Some personal reflections on the usage of these words by younger people
Tom Essaye helps us understand the details of the First Brands and Tricolor Affairs, along with “a macroeconomic indicator to watch.”
Americans tend to vote with their pocketbooks. Do they know they’re paying the equivalent of an additional $2/gallon gas tax? Let me explain.
The evidence shows optimism (excessive?) for stock market investors and does not show optimism for those folks who are uninvested. Let’s discuss.
Brief comparative remarks about shutdowns, record deficits, and federal budgets bring into focus daunting challenges for the economic, market, and investment spheres.
UPenn and seven other universities have said “no thanks” to the Trump administration’s attempt to influence the affairs of these universities. What is at stake?
Hat tip to Barry Ritholtz for triggering today’s discussion. Readers may draw their own conclusions about Tylenol, ivermectin, and US healthcare; but Barry’s point about denominators is crucial.