Lincoln Anderson

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers read more

For five years I worked at the [Commerce Department] and did econometric modeling, and you could never get these numbers to load into consumption numbers. They're not leading indicators or coincident indicators. They don't tell you a lot.

It reminds me of PIO, or pilot induced oscillation, a lag in the plane's response to a pilot moving the read more

It reminds me of PIO, or pilot induced oscillation, a lag in the plane's response to a pilot moving the stick, ... You push the stick down and the plane doesn't go down right away, so you push it down more, and then it really starts to fall. The same thing happens in monetary policy if you have gradualism in interest rates.

I look at that as really good news for the market; you want something right in the sweet spot. We're read more

I look at that as really good news for the market; you want something right in the sweet spot. We're just in a nice, smooth acceleration, and now people are starting to think that's likely to be sustained.

I think this will be more of a company-led expansion instead of one led by consumers.

I think this will be more of a company-led expansion instead of one led by consumers.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.

There's not a big inflation problem. Under those circumstances, you get a benign yield-curve inversion.