Weekly: Roasted Dove
Well, the good news is, the US economy — all Potemkin Village derision aside —
US Labor Market Strongest In Two Years
I’m not sure we need those rate cuts, Kevin. The US economy added 172,000 jobs
Sell Signals And CPI Sirens
For the third consecutive week, a popular Wall Street composite measure of investor sentiment registered
Kevin Warsh, R-Star And The AI Capex Boom
What if the neutral rate’s higher now? R-star’s an esoteric topic, but it was front
Is Corporate Credit A Bubble Too?
Earlier this week, I highlighted a broad measure of aggregate US corporate margins and a
Alternative Metric Shows Robust US Hiring
The US economy added the most jobs since July of 2024 in May, an alternative
AI Now Most-Cited Reason For Layoffs
AI is now the most-cited reason for US employers cutting human jobs in 2026. That
Is History’s Most Anomalous Stock Rally Justified?
By now, a lot (most?) readers are probably tired of hearing about equities’ purportedly uncanny
Biggest Part Of US Economy Heats Up As Summer Nears
Another top-tier (or close-to-top-tier) US macro datapoint, another beat. The marquee gauge of activity in
Private Sector Adds Most Jobs Of ‘Trump 2.0’
US private sector employers hired in May at the fastest pace of any month during
Peace Through Strength, Truce Through Violence
This “truce” sure is violent! One person was killed and several injured on Wednesday at
Meanwhile, In US Housing…
Down payments have stabilized and all-cash deals are dwindling, signs of a cooling US housing
Kevin Warsh’s Rate-Cut Hopes Get A JOLT
Vacancies! Apply within. There were 7.618 million job vacancies across the US economy on the
On Google’s Massive Equity Raise
Since Oracle kicked off the hyper-scaler borrowing spree in September, one of the hottest debates
Trump ‘Very Bored’ With Iran War
Donald Trump’s bored with the war he started in the Mideast. In case that wasn’t
Is American Manufacturing Really ‘Back’?
The first of this week’s top-tier US macro releases painted an upbeat picture of an
Powell Wins JFK Courage Award, Reprimands Trump
Jerome Powell won an award. For courage under fire. That’s not a joke. On Sunday,
‘It’ll All Work Out In The End’
I was told there would be a “final determination.” Late last week, Donald Trump said
Memory Stock Dilemma Underlines Market’s ‘Biggest Question’
Any market skeptic worth his or her salt will tell you this time’s never different.
It Takes A (Potemkin) Village
It’s jobs week in the US, where overall employment probably expanded in May at a
Why The Hyper-Scalers Are ‘Cheap’
Are the hyper-scalers cheap? That might seem like a ridiculous question. It’s tempting to shout,
War, Peace, Stocks, Bonds And Oil
Although equities grabbed all the headlines on their way to a ninth consecutive weekly advance,
Weekly: Going Streaking
If the S&P 500 managed merely to avoid a 1.5% loss during this week’s final
From ‘Old’ Tech To New, AI Train Shows ‘No Signs Of Slowing’
There are “no signs of slowing” in demand for AI-related hardware. So said Dell COO
‘The Perfect Picture’ Of The Melt-Up Zeitgeist
The only thing to fear is the right-tail. That’s the mindset markets have been forced
US, Iran Agree To Keep Talking
An agreement to keep talking. And to reopen the world’s most vital shipping lane. That’s
On Second Thought…
The US economic expansion was less robust than initially reported in Q1. That was the
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