Why the Great Labor Arbitrage is Coming to an End…
Needless to say, with Chinese wages and costs rising rapidly and the arbitrage gap nearly closed, there is not a snowball’s chance in the hot place that the black line in the chart above will take another 40% dump lower. Not in a million years.
And that means, in turn, that the yawning gap in the above chart between goods deflation and services inflation will not recur. As it happens, the underlying services inflation is still in the +5% Y/Y range and will dominate the topline price level going forward far more heavily than it did during the aberrant era of 40% durables deflation.
Accordingly, the "lowflation" excuse for money printing is now deader than a doornail.
The fact is inflation isn’t and won’t be contained even at the Fed’s specious 2.00% target. And the last two decades have proved beyond a shadow of a doubt that aggressive money printing does not spur domestic investment and productivity, and therefore overall economic growth either.
https://internationalman.com/articles/david-stockman-on-why-the-great-labor-arbitrage-is-coming-to-an-end/
The Comfortable Collapse: How America Learned to Pretend Obesity Is Normal
The America of 1960 was healthier than the America of 2025 because they lived in an environment that did not conspire against physiology.
Independent Medical Alliance Sep 17
By IMA Co-Founder Dr. Joseph Varon
Originally published by The Brownstone Institute on 09/16/2025
Walk into any American airport today and pause. Look around at the travelers waiting at the gate, the families queuing for fast food, the crowds rushing past. You are looking at a country that our grandparents would not recognize. In less than three generations, the very shape of the American body has shifted so dramatically that what would once have been regarded as rare or concerning is now routine. Airplane seats have been widened, retail clothing racks have been extended, mannequins have been reshaped, and soda cups have been enlarged. Entire industries have recalibrated to accommodate a physiology that is neither healthy nor sustainable.
Yet our cultural ...
University of Alberta law prof placed on leave over Charlie Kirk comments
https://www.junonews.com/p/university-of-alberta-law-prof-placed
I watched this last night and glad I found today to share. Greg was fired up and rightly so.
https://www.smalldeadanimals.com/2025/09/16/we-dont-care-that-shit-is-dead/
