Drunken Monkey Darts
Nailed it. Sort of. What was it I said in this week’s macro preview about
On Wall Street: Crash And F’in’ Burn
Ok, so November 5, 2026, was obviously a disaster on Wall Street. I mean, not
Did Democrats Just Kill ‘New 60/40’?
It worked until it didn’t. For most of 2026, and particularly post-Iran war onset, the
Um, Excuse Me, But Your Chips Are Bleeding
With the end of the Trump era comes the end of the AI/data center grift,
US Jobless Claims Chase History
Somebody check TruthSocial. Donald Trump’s propaganda machine might’ve made a new poster to celebrate the
‘Tis The Season! For Temporary Fulfillment Jobs
In this week’s macro preview, I described Thursday’s Challenger report as a “now or never”
Senseless Iran War Triggers BoE Hike, 5% Inflation Warning
“Unless the conflict in the Middle East is resolved,” it “seems” like the Bank of
Deus Ex Machina?
Hey, um, “The Capex Catch-22“, an article published here on Tuesday afternoon, was an election
Irrepressible
You can’t keep it down. Naive hopes for a return to democratic normalcy and starry-eyed,
In Other News: Scorching ‘Job Changer’ Pay Gains, AI Disruption
It’s all about politics on Wednesday, but if you care about the macro, the ADP
The Capex Catch-22
Free cash flow. It’s all about free cash flow. Or, more to the point, lack
Someone’s Got Work For You
Jobs. They’re out there if you want ’em. Allegedly. According to Tuesday’s only notable US
Tech Got No Love This Earnings Season
“Mr. Market,” who Benjamin Graham famously described as “cray-cray” (that’s not exactly how he put
Have The Hyper-Scalers Lost Their Minds?
For the first time, I’m starting to wonder if hyper-scaler management might’ve lost the plot
Apple Sets A Bunch Of Records. Misses In China
Apple on Monday reported higher-than-expected overall sales during John Ternus’s first quarter at the helm.
Debbie Downers Amid The Renaissance
Ok, whaddawe got goin’ on here, some macro I have to cover? Choices, choices. Tempting
Sell-Side Sarcasm: New And Improved!
Everybody relax, Mike Wilson says it’s gonna be ok. That’s sarcasm, obviously, but if you
Let’s Talk Blue Waves
This week, Americans will pretend they still have a say in who governs them, and
Polls, Projectiles And Payrolls
The marquee event this week is obviously the US midterms. You can read my (deliberately
Weekly: The Leveraged Buildout (Speculative Gravity Control)
Nobody likes to hear “I told you so,” even when it comes from someone, in
The Problem, In A Nutshell…
Investors are genuinely concerned that these companies are in the midst of destroying some of
What’s What And WTF?
Alphabet was on track Friday for its worst week since March of 2020, during the
Oil, Dammit!
Oil, goddammit! Oil. I remember chatting about it (oil) early in 2020 with a guy
The Arbitrageur
I’m (not) rich “All’s well that ends well. I mean, I’m rich now. So
My Goodness: Amazon Spent Some Money
Cue the Ren & Stimpy horse: “No sir, I don’t like it.” Amazon said after
Lagarde Versus Le Pen?
I’m not going to pretend any of you care about Christine Lagarde’s “early” exit from
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