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Day: June 10, 2021

Do You Feel $5 Trillion Richer Than You Were In December?

June 10, 2021June 19, 2021

US households are $5 trillion richer than they were at the end of 2020. In

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2 Comments on Do You Feel $5 Trillion Richer Than You Were In December?

Stop The Presses: Albert Edwards Agrees With The Fed

June 10, 2021June 11, 2021

“Albert Edwards agrees with the Fed” isn’t something you hear very often, but it’s applicable

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7 Comments on Stop The Presses: Albert Edwards Agrees With The Fed

Jobless Claims And Scarce Cake Pops

June 10, 2021June 10, 2021

376,000 Americans filed for unemployment benefits last week, down 9,000 from the previous week to

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8 Comments on Jobless Claims And Scarce Cake Pops

En’Core’

June 10, 2021June 14, 2021

The most important CPI print in recent memory (according to the hype machine) didn’t disappoint.

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7 Comments on En’Core’

ECB Keeps ‘Significantly Higher’ Language As Hawks Routed

June 10, 2021June 10, 2021

The ECB reiterated Thursday that asset purchases under its emergency pandemic program (PEPP) will continue

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1 Comment on ECB Keeps ‘Significantly Higher’ Language As Hawks Routed

Meanwhile, In China

June 10, 2021June 11, 2021

A wave of headlines out of China were worth a mention on Thursday. In what

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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