The Disciplined Investor

Kicking off the MegaCap Earnings - some concerning items. Rate Cut Bets Fizzle Yields Keep Rising The VIX – Hovering around 16 And our Guest – Johns Williams from ShadowStats John Williams, founder and publisher of ShadowStats.com.   He received an A.B. in Economics, cum laude, from Dartmouth College, and an M.B.A. from Dartmouth‘s Amos Tuck School of Business Administration, where he was named an Edward Tuck Scholar.   During his career as a consulting economist in the last 33 years, he has worked with individuals as well with as Fortune 500 companies. Out of necessity, he became a specialist in government economic reporting.   An early client's large manufacturer of commercial airplanes had developed a model for predicting revenue passenger miles, a primary sales forecasting tool.   Heavily dependent on the GNP (now GDP) out of the Department of Commerce, the model suddenly stopped working, and the client asked Williams to fix it.   The GNP numbers were faulty, he corrected them (official repo