Nvidia Keeps The Dream Alive
The planet’s most important stock, and most valuable company, topped estimates in quarterly results released
If You Have To Think…
The chuckles. For a hard-hearted individual, I get them a lot. On Wednesday, I found
Tony Schwartz
Last year, Goldman’s David Kostin channeled Taylor Swift for the title of his year-ahead equity
Knock-Knock-Knockin’ On Seven’s Door
It wasn’t all that long ago that five-handle mortgage rates seemed like a real possibility
An Equity Funding Squeeze?
If you want to explain the price of something, a good place to start is
Lutnick Gets Commerce
As of this writing, Donald Trump’s still undecided on who’ll run Treasury in his second
Musk’s Trump Wager Had ‘Greatest ROI Of Any Investment Ever’
I think everyone gets the joke. Whether you’re willing to say it out loud largely
No, Vladimir Putin’s Not Going To Nuke Anybody
Everybody gasp and cower. Or duck and cover. If you forgot, the tsar has some
Make Stock Returns Real Again
Think you made money in stocks over the last two years? Think again! Your gains,
DOGE? Really?
I try to be generous, really I do. But in the face of what I
The Simple Case For Gold And Oil In 2025
Gold, who needs it? You, maybe! And depending. “US policy uncertainty and recent consolidation provide
Red-Lining
America has a builder president again. So, naturally, builder sentiment improved in November. If you’ve
Stocks May Fall, Could Rise In 2025: Wall Street
Next year may be defined by a “potential higher likelihood of uncertainty.” That’s according to
Bonds Need The Deets
Stocks may have a bond problem. Let’s take a quick step back. On the eve
How AI Destroys Humanity: An Interview With ChatGPT
As regular readers are aware, I began experimenting with OpenAI’s image generation platform DALL-E in
The Years Of Our Lord
Reader feedback since the US election plainly indicates we’re already back in the somewhat maddening
A Letter To Trump Voters From An Overeducated Liberal
Since Donald Trump easily beat Kamala Harris to secure a second term in The White
Buy America, Dammit!
Buy America. Wait, let me try again: BUY AMERICA! Boy oh boy, they were buying
Chinese Consumers Show Signs Of Life, But It Ain’t ‘Common Prosperity’
I’m pretty unforgiving by now when it comes to face-value assessments of monthly macro releases
(Shopping) Bag Holders
The last macro update of the week from the world’s largest economy beat on the
A Calm Rally Is A Better Rally
Everyone loves a good, rollicking crash-up, but lest we should forget in our zeal to
There’s A Storm Coming, Jay
Jerome Powell stood up in front of some people and read from a script on
Trump Has Tightrope To Walk On Growth-Inflation Mix
Whatever the models say and irrespective of the long run dot (which has at least
No ‘Guts,’ No Glory
Data. Who needs it? Not America’s data-dependent monetary authority, that’s for sure. Just ask this
Save Us, Don!
“Voters aren’t stupid.” So said SocGen’s Albert Edwards on Thursday. I can’t speak for voters
Who Dares Short Musk, The Great And Powerful?
The only person who can compete with Donald Trump for space above the digital fold
‘Welcome Back’
Donald Trump’s otherwise unstoppable MAGA machine suffered a (for-now-small) setback on Wednesday, when Senate Republicans
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