Tim,

We have been having some technical difficulties with your post below.

I have our tech guy working on it but may have just given him a good clue.            

My response to you is below.

                Started by TimNew - May 9, 2018, 6:28 a.m.            

I don't usually spend much time on the federal budget,  but there was some concern expressed during earlier months.

Record revenue  of 515 Billion and record surplus of 218 Billion.

CBO Analysts were "Surprised", expecting about 40 billion less,  but I've suspected their calculations grossly underestimated economic growth and the resultant income flow to the treasury.

One month does not a year make, and April is historically a good month for the US, budget wise, but this one blew the doors off anything we've seen so far.

https://ijr.com/2018/05/1093042-us-budget-history-april/

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Tim,

Great post!

There are strong signs of inflation right now. Just the price of fuel  going up causes everything that is transported........like food products to go up. 

CL is going higher but oddly, so is the US dollar. Normally they go in opposite directions. This is a sign that the US economy is very strong..........probably stronger than expectations.

The US dollar has been going straight up the past 2 weeks. Breaking out to the upside decisively. 

My wife tells me that its almost impossible to hire good workers. All of them are already employed. She states that everybody not working..........does not want to work. They would rather collect government checks.