Once Upon A Saturday
Once upon a Saturday morning in 2015, I blinked bleary-eyed at a blank blog post.
Alternative US Jobs Report Lukewarm, Claims Still Rock-Bottom
The US economy added around 66,400 jobs in April, according to an alternative measure of
AI’s Taking A Bigger And Bigger Bite Out Of Payrolls
The message from Thursday’s monthly update on US job cuts was unequivocal: AI’s impacting tech-company
Soaring Semis, Raging Bull
Just a few days ago, on April 27, I called the semi-fueled rally in South
The Costly Search For Comeuppance
I’ll take it. I suggest you think along the same lines, or at least if
Art Of The Nuclear MOU
How many times did I say, over the past, let’s call it five weeks, that
Unfazed By War, US Private Sector Adds Most Jobs Of ‘Trump 2.0’
Private-sector hiring in the US was the strongest last month since January of 2025, ADP
Peace Over ‘Freedom’
Just 50 cents to go. 50 more cents and Donald Trump will beat Joe Biden’s
Chips Ahoy!
It was with more than a little sheepishness that I recently admitted to selling the
US Hiring Soars Most In 25 Years. Allegedly.
An otherwise forgettable BLS update on job openings in the US showed a big uptick
Price Pressure Is Never-Ending Blight For US Service Providers
Well, that’s convenient. The marquee gauge of business activity across the biggest part of the
‘A New Equation Of The Strait’
Bagher Ghalibaf, or whoever’s assigned to write his social media messages this week, said Tuesday
Is It Still A Ceasefire If Everyone’s Shooting?
Is it still a ceasefire if everybody’s shooting again? That seems like a fair question
Trump Escorts
Reluctant. That’s me when it comes to commenting on the current state of the stalemate
Behind The Scenes Of A Blockbuster Earnings Season
Expectations were lofty. Headed into reporting season in the US, consensus anticipated aggregate S&P 500
Buyback Slowdown Is ‘Cost Of Staying Relevant’ In AI Race
The good news is, quarterly results from corporate America have been “exceptionally strong” this reporting
Should We Really Take Kevin Warsh At His Word?
“He testified very strongly to that effect, and I’ll take him at his word.” So
Two Things, Three Charts
When we channel James Carville to declare “It’s the economy, stupid,” what we’re really saying
Greg Abel Has $400 Billion
I’m won’t lie: I stopped caring about Berkshire when Warren Buffett said he’s passing the
Weekly: Higher Learning
What have we learned over the past week or two or four? For one thing,
Factory Price Index Continues Skyward On Energy Crisis
US manufacturing activity spent a fourth consecutive month in expansion territory, helped along by an
The Yen Has An Oil Problem
“Who knows better about surprise than Japan?” Donald Trump joked, while hosting his “friend” Sanae
All Hail ‘The New 60/40’
It’s all about “the new 60/40.” A few days ago, I cited Nomura’s Charlie McElligott
Apple Beats, Raises Dividend, Boosts Buybacks
Apple beat on both the top and bottom lines in its first earnings report since
‘Labor Crisis’? Someone Forgot To Tell Jobless Claims
So, US jobless claims. I’d be remiss not to mention them this week. This series
US Consumer Resilient, AI Spending Robust, GDP Release Shows
The US economy rebounded in Q1 following a slowdown associated with the prior quarter’s government
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