Seems like you can tell a "pulling demand forward" story for firms from the 2025q1 GDP numbers. But in order for that story to work for households you have to explain why they pulled demand for durables (autos, really) forward in 2024q4, before tariff talk got real.

I am making a firm prediction on how the impending, inevitable, stock market crash will play out. I feel so strongly about it I dusted off my blog to make this prediction publicly.

pigphilosophy.blogspot.com/2025/02/bewa...

The Bossie rule of economic development: The thickness of a country’s mango juice is inversely related to its GDP. n=4

I am on the job market this year and this and my JMP establishes both the role of migration and the role of “capital repression” during WWII in the post-war state level convergence and the Great Compression (1/x)

andrewbossie.com/working%20pa...