ChatGPT Sparks Second Bay Area Luxury Boom
AI’s beginning to have a significant effect on tech-sector employment. Tech firms announced more than
The Madness Of Melt-Ups
US equities hit new records on payrolls Friday, scoring a sixth consecutive weekly gain in
Trump Beats His Own Dubious ‘Vibecession’ Record
A US recession’s nowhere in sight, or at least not according to government and private-sector
US Jobs Report Doubles Up Consensus
Headline US hiring slowed last month from March’s brisk pace, but nevertheless managed to double
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
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