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Keeping it Simple | Ep. 22: Bank Runs Are Good For Stocks? Right?

Keeping it Simple with Simplify Asset Management

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The Birth Death Adjustment to Payrolls

Sally Kohn: One of the things that worries me most are the dynamics of how data is being reported and more importantly massaged by the Bureau of Labor and Statistics. She says payroll employment increased 400,000 per month in 2022 and so far, 400,000 this year. But if you adjust for this problem that we have every January with these shifts in the population parameters, last year, we were up 133,000, not 400,000. And so far this year, we're up 99,000. Right now, the payroll numbers, which I suggest by the numbers, I just are skewed, very high relative to the housing.Kohn: In these cyclical turning

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