Ok, Seriously: How Long Before Bonds Break Stocks?
Color me amazed (and grateful as a long-only investor) that US equities continue to hold
Force Majeure For The AI Era
I wouldn’t have been surprised to see “force majeure” in the news this week, assuming
May As Well Buy New
Well, at least the new homes are selling. Sort of. Volatile government data released on
Since 2004…
Forget “since 2007.” That’s so, um, so earlier this month. It’s all about “since 2004”
In Bond Land, A Meltdown
September 23, 2026, was a very, very rough day for Treasurys. So rough, in fact,
‘Clearly Booming’ US Economy Reignites Bond Selloff
The world’s largest economy is booming, apparently. In the normal course of things, I don’t
Knock, Knock. Who’s There? 7%!
Yikes! Here’s hoping you weren’t counting on Donald Trump and Scott Bessent to deliver on
The Diesel Question
“It’s a gimmick.” That’s what John Cornyn thinks about banning diesel exports, an idea Donald
Yeah, But Can It Draw A LEGO?
On Tuesday, I asked ChatGPT to draw for me a new version of an old
WTF: Buyer’s Market, Higher Prices?
Remember: It’s only a buyer’s market if you can afford to buy. US home prices
‘Do I Annihilate Iran, Drive Them Into Hell?’ Nobel Hopeful Asks
If Iran’s allowed to rebuild, they could “create a far greater country” than they’ve ever
‘Let The Oil Flow!’ Again!
Hope, like oil, floats. Brent was on track Tuesday for a fifth consecutive decline amid
There’s A Lot Riding On The Chips…
Here’s a notable statistic: A quarter of this year’s blockbuster earnings growth for semiconductors is
The Fed’s Never Been This Sure About The Jobs Market
No one who participated in the FOMC’s latest macro forecasting exercise viewed risks to the
Erstwhile Bear Confident In Year-End Stock Rally
“Wiiiiiilssoooon!!!” I can’t do it. Not anymore. I can’t start a Mike Wilson article without
Wall Street’s Fata Morgana Risk
Over the weekend, while editorializing for the nth time in 10 years about equities’ pain
A King In Washington
Donald Trump will host his “good friend” Xi Jinping in Washington this week for a
Achtung Baby
If you thought it couldn’t get any worse for the CDU in Germany following the
What Happens To Stocks If Treasury Yields Go To 6%?
How high can bond yields go before stocks “notice”? That question feels terribly clichéd if
The ‘Real-World’ Energy Shock’s Finally Here
“No soup for you!” Sorry, I couldn’t resist. If you don’t immediately get the joke,
Who’s Coming To Nashville?
Jesus Christ, maybe I should sell something and buy in Nashville. My aversion to country
Weekly: The Counterfactual
As a general rule, macro-market snark tends towards the conspiratorial only as it relates to
‘The House’ Humiliated As Yen Plunges
The yen plunged on Friday despite the most hawkish Bank of Japan meeting in living
A Mixed Read On A Grim Housing Market
There was good news and bad news in Thursday’s update on residential construction in America.
Below 200k. Again.
Oh, look: US jobless claims are back below 200,000. In an ostensibly auspicious development for
Holding Pattern
The sooner elevated energy costs recede, the better. If the war-driven increase in crude and
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