Who We Are
Former institutional investors applying corporate filing data to macroeconomic analysis
Our Mission
We have serious fundamental doubts about both the legitimacy and the quality of government-provided economic data. Survey response rates are falling, budgets are being cut, and institutional trust is eroding.
While investors have long used corporate filing data for stock selection, we apply it toward something different: providing a state of the union on the American economy.
The Curb Economist uses the same hard data that the market relies on to price stocks to tell you what's happening with the U.S. economy.
The Name
The name references the historical American Stock Exchange, which operated outdoors on Broad Street in New York City before relocating indoors in 1921. Brokers literally traded on the curb — in the open air, with minimal financial reporting and sparse regulation.
Today we have something even better: thousands of publicly traded companies filing detailed reports with the SEC. The Curb Economist brings that same ground-level transparency to macroeconomic analysis.
Brokers trading on the curb of Broad Street, New York City — early 1900s.
How We Work
Every analysis starts with the SEC's EDGAR electronic reporting system — the same database institutional investors use every day.
1. Source
Pull 10-Q and 10-K filings from thousands of public companies via SEC EDGAR.
2. Extract
Extract key economic data: revenues, volumes, wages, headcount, prices, and capital expenditures.
3. Aggregate
Aggregate micro-level data into macro indicators for GDP, labor markets, inflation, and consumer spending.
4. Publish
Deliver clear, actionable research to subscribers — before the consensus catches up.
Hard data. Independent analysis. No surveys.
Read our research before you subscribe.