Paulitical Economy™
by Paul Musson
Latest episode
Post 391: Global Debt and Canadian Foodbank Visits Are Way Up While…
Post 391: Global Debt and Canadian Foodbank Visits Are Way Up While…
About this podcast
A snapshot of what’s going on in the world’s economy.
Episodes
The newest 20 of 73 episodes
- Post 391: Global Debt and Canadian Foodbank Visits Are Way Up While Many Share Prices Are Way Down · 29 min📍A poem for this time of year. 📍Netflix sales continue to decelerate. As does its share price. 📍Visits to foodbanks in Canada are soaring. We look at why that may be. 📍UPS…
- Post 390: Homebuilder Confidence Collapses as Home Prices Rise and Homes Shrink · 29 minHome builders in the U.S. are now the least optimistic since 2012.It’s worst in the west.Lennar is the second largest home builder in the U.S.Home prices, new orders and gross…
- Post 389: Why Taxing Robots is a Bad Idea And Some Misleading Inflation Numbers · 30 minXerox has had twelve straight quarters of sales declines.And its share price is 90% lower than where it was in 1986.Inflation in the U.S. is moving back up.And no, smartphone…
- Post 388: Billionaire Bungalows and Think Before You Read · 22 minBillionaires are becoming landlords.The great Henry Hazlitt and my notes from his book Thinking as a Science.I have sent these notes to numerous people over the years but today I…
- Post 387: McDonald’s Strategic Share Price Decreases and the A.I. Boom · 29 minMcDonald’s focused for a number of years on strategic menu price increases.It’s now starting to bite.The prime property market in London, England peaked in 2014!The world’s…
- Post 386: Uber's Pricing Model, Home Depot's Slowdown and 7% Mortgages · 36 minProcter & Gamble continues to hold its prices in check.But volume is not responding.Used car prices in the U.S. are rising again.But not according to the government.Home Depot…
- Post 385: Good Deflation vs. Price Controls: Why Tech Prices Fall, Healthcare Rises, and the Cure for High Prices Is High Prices · 28 minPeople grow older in Japan. Especially the women.Netflix experiences its slowest sales growth in almost three years. And its share price goes south. This is what happens when the…
- Post 384: Why Americans Feel Poorer Despite a Strong Economy · 24 minPepsi maintains price increases that are less than inflation. And they see their first volume increase in four years. Who would have thought (note sarcasm).Meanwhile…
- Post 383: The Cost of Acquisitions, Ludicrous Criticisms of Tax Cuts and the Unintended Consequences of Well-Intended Policy · 27 minThe sales of Lululemon plummeted despite management saying that 2026 was off to a good start.Its share price has lost three quarters of its value over the last five years.Growth…
- Post 382: Burger King’s Comeback Is a Whopper And More Bond Yield Manipulation · 42 minCanadian retailer Canadian Tire sees sales growth slow.And a look at two different ways in which the government extracts value from your investments.Burger King is rocking it.Not…
- Post 381: Walmart’s Slowdown, America’s Political Divide, and What the Fed Got Wrong · 24 minWalmart’s U.S. same store sales slow.But there were some mitigating factors.Social Security and Medicare in the U.S. will both be insolvent before long.And no one wants to do…
- Post 380: Wendy’s Stock Price Crashes to 1987 Levels While the Fed Has Failed Its Mandate 65 Months In a Row · 48 minWendy’s sales have fallen six quarters in a row.Traffic at U.S. stores was down more than 12%.The Wendy’s share price revisits 1987.And we take a look back.McDonald’s sales…
- Post 379: Fake GDP Growth, More Emergency Measures, and the Four Ways of Spending Money · 42 minWe look at four different ways of spending money.Government is the worst and continues to grow.Uber vs. Lyft update.Lyft still a far better deal.A.I. data center, and government…
- Post 378: Luxury Sales and The Wealth Effect: How Hermes Benefits From Monetary Policy · 29 minFrench luxury goods maker LVMH sees its strongest growth in over two years.Watches, jewellery and Japan lead the way.Hermes also sees its sales accelerate but its share price…
- Post 377: Bankruptcies Rise, Booze Rebounds, and Debt Fuels Groceries · 24 minSummary A disturbing number of Americans are using Buy Now, Pay Later options for groceries.American booze company Constellation Brands has turned things around.But not its share…
- Post 376: Pension Plans and Consumer Product Companies Struggle While Pawn Shops Thrive: A Sign of the Times · 29 minA look at pawn shops.And how they may be a good hedge in your stock portfolio.Sales of General Mills finally stop falling.But volume continues its downward path.A look at the…
- Post 375: Why Xbox, Krispy Kreme and Socialism Struggle · 27 minDogs in the U.K. go postal.A sad tale of beer in the U.K.Xbox console sales have been plummeting.And here come the layoffs.Demand from Krispy Kreme customers is softer than their…
- Post 374: The Real Story on Tariffs, Brexit, and U.S. Exceptionalism · 40 minThe cigarette industry is seeing a slow but steady decline. And employment is falling.Also in the number of employees.Check your eggs.Nike’s customers are under continued…
- Post 373: Myths: Housing as Investment and The Maestro · 41 minMore evidence that pizza sales are slowing with Domino’s just barely in positive territory in the U.S.Another look at wealth disparity in the U.S. and this time we focus on…
- Post 372: Social Security Insolvency, Boomer Bailouts, and What the Bitcoin-to-Zero Argument Gets Wrong · 39 minAfter many quarters of negative U.S. sales growth, Yum! Brands decides to offload its Pizza Hut business.But Taco Bell is still ringing in strong sales growth.The Starbucks…
