ONCE MORE ON HOW TO VALUE FIXED CAPITAL.

fixed capital, current vs replacement cost pdf

UNRAVELLING RETAIL SALES AND PAYROLL HEADLINES.

strange behaviour – payrolls and sales (article)

retail sales 2016+ (spreadsheet)

graph workers VS hours (spreadsheet)

INDUSTRIAL PRODUCTION 2016+ (spreadsheet)

Part 2. USING QUARTERLY DATA TO INVESTIGATE PROFITS AND INVESTMENT.

Part 2 quarterly turnover 1998 – 2019.2 pdf

GO quarterly 2005 to Q2 2019 (spreadsheet)

workbook corporate quarterly 1997 – 2019-2 (spreadsheet)

PART 1. TURNOVER AND ITS EFFECT ON PROFITS, US MANUFACTURING 1998-2018.

part 1. Annual turnover 1998 – 2018 pdf (article)

worksheet non-durable 1997 – 2018 (spreadsheet)

worksheet manufacturing 1997 – 2018 (spreadsheet)

G.O. 1997 -2018 (spreadsheet)

I have added an additional spreadsheet which contains Graph 16 in the article. It now contains a 3 period moving average trend line which more clearly shows the deceleration in fixed investment at the end of the business cycle.

QUARTERLY FIXED INVESTMENT DOMESTIC INDUSTRIES (new spreadsheet)

 

THE MARCH OF THE FINANCIAL ALGORITHMS.

limitations of financial algorithms pdf

THE ORIGIN OF PROFITS AS PRESENTED BY THE SNA, CAN BE DECEPTIVE.

S&P 500 profits by sector PDF

graph S&P 500 vs Corporate Profits (spreadsheet)

OF OIL PIPELINES AND CLOGGED FINANCIAL PLUMBING.

oil pipelines and financial plumbing pdf

PROFITS BY INDUSTRY Q2 2019 (Spreadsheet)

IN HOUSE SOFTWARE GRAPHS (Spreadsheet)