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EPB Research

Eric Basmajian

Most economic research tells you what already happened. EPB Research reads the business cycle in its repeatable sequence, so you see turning points before the headlines confirm them.

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Substack
PricingOnly free issuesPublishesWeekly
Issues67Founded2 years agoLast Issue5 days ago
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Latest Issues

Build Less, Pay More: What Happened to American Housing

Before diving into the post, I wanted to let you know that EPB Research has a free Sunday newsletter.

One email per week with ongoing business cycle education plus live examples of the framework in action. Click the button below to join fo...

5 days ago
22

The Stock Market Is Not a Leading Indicator. This Is.

Before diving into the post, I wanted to let you know that EPB Research has a free Sunday newsletter.

One email per week with ongoing business cycle education plus live examples of the framework in action. Click the button below to join fo...

13 days ago
37
2

How to Read the GDP Report in 4 Steps

Before diving into the post, I wanted to let you know that EPB Research has a free Sunday newsletter.

One email per week with ongoing business cycle education plus live examples of the framework in action. Click the button below to join fo...

a month ago
38

Record Profits, Falling Paychecks

Corporate profit margins just hit 20.6%, the highest level on record.

At the same time, the income the typical worker earns from a job has stalled and slipped below the trend of the last expansion.

The average worker is falling behind wh...

a month ago
47
9

The Iran War Just Derailed the Housing Recovery

Housing, or residential investment more specifically, is unquestionably the most important and leading sector of the economy.

Two months ago, the housing market was showing fragile signs of stabilization. New home sales had recovered from...

a month ago
35
3

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  • Eric Basmajian

    Founder of EPB Research, an economic research firm. My work is used by institutional investors, manufacturers, and real estate developers. I teach a framework so you can see where the business cycle stands today and which way the risks are leaning.

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