A Word On CoreWeave…
If you’re not familiar with CoreWeave by now, you need to remedy that situation posthaste,
Trump Raises Specter Of Constitutional Crisis Over Tariff Refund
You gotta hand it to him. I don’t know what “it” is on some days,
How To Be A Contrarian
Do you fancy yourself a contrarian? Of course you do. Just like everyone else who
Why Trump’s Supreme Court Tariff Case Is ‘Too Big To Lose’
Donald Trump’s tariff regime or, getting straight to the point, pending litigation against the levies,
Democrats Were Tired Of Winning
Democrats were, I think, “winning” the US government shutdown. But they got tired of it.
A Private Sector Solution
Investors and policymakers will miss a second update on consumer price growth in the US
Chinese Deflation Eases On Holiday Effect, But Crisis Far From Over
The good news is, deflation in China eased last month. The bad news (or the
Weekly: Is Trump The Dog Who Caught The Car?
A year on from Donald Trump’s reelection, the president who promised a “new golden age”
Tech Downside Likely Amplified By Leveraged Stock ETFs
Earlier this week, I highlighted (or re-highlighted is more apt given the number of times
Leveraged Buildout
Last weekend, I noted that it’s not realistic to expect America’s largest hyper-scalers to fund
Trump Gets God-Awful Read On Consumer Sentiment
Donald Trump and the personality cult that is the Republican party need to be careful:
Xi Jinping’s Export Machine Slams Into Reverse
And just like that, the only reliable pillar supporting the Chinese growth impulse looks wobbly.
Should Taxpayers Preemptively Bail Out OpenAI?
We’ve come too far, there’s too much to lose! — Frank Ricard As questions mount
US Economy Lost Jobs In October, Alternative Facts Suggest
If you’ve never heard of the Revelio Public Labor Statistics, don’t worry: The data wasn’t
BoE Gambles On Inflation Ebb With Dovish Pivot
Bank of England policy decisions are comedic these days. I’m not sure I’ve ever seen
Bleak Report Shows US Job Cuts Soaring, Hiring Plans Plunging
Job cuts. They’re happening in America. Lots of them by appearances. The monthly Challenger, Gray
Zohran Mamdani’s Not Crazy, The Rest Of Us Are
I have no interest in debating New Yorkers about the merits of a Zohran Mamdani
US Services Activity Heats Up. Price Index Is Sky-High
If you’re looking for recession canaries, you won’t find them in the marquee measure of
Treasury Tweaks Coupon Auction Guidance First Time Since Yellen
For the first time since Janet Yellen inaugurated conciliatory language to placate an irritable market
Coy Labor Market Leaves Fed Divided
Private sector employers in the US added more jobs than expected in October, this week’s
In US Housing, Turnover’s Never Been Lower
America’s resale housing market remains woefully — perennially, even– beset. Closings have managed just a
The Underappreciated Impact Of Leveraged Stock ETFs
Occasionally, you’ll see a mainstream financial media article about leveraged ETFs, but such pieces are
Another Froth Chart
Did you hear? There’s a bubble afoot. The financial media’s all over it. Michael Burry
Shiller! Bubbles! Burry!
Ted Pick says “We should welcome the possibility [of a] 10% to 15% drawdown” in
Virtuous Circle Or Rehypothecation?
Another session, another circular AI deal. If this all implodes one day — you can
Bullish Stocks, Bearish Life
I wish I were a Pollyanna. Really I do. Whenever I pen something that’s constructive
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