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Month: September 2021

‘I’ve Never Been A Liberal’: Manchin’s Fiscal ‘Red Line’

September 30, 2021October 8, 2021

I certainly didn’t want to write about Joe Manchin twice in a single day, but

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11 Comments on ‘I’ve Never Been A Liberal’: Manchin’s Fiscal ‘Red Line’

Wheelbarrow Jokes

September 30, 2021October 3, 2021

It wouldn’t be too much of a stretch to suggest that headline writers and financial

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2 Comments on Wheelbarrow Jokes

Jobless Claims Jump In Worst Streak Since Pandemic Onset

September 30, 2021October 3, 2021

362,000 Americans filed for unemployment benefits last week, more than expected. Economists were looking for

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Leave a Comment on Jobless Claims Jump In Worst Streak Since Pandemic Onset

In China: Record Coal And Other ‘Relevant’ Events

September 30, 2021October 1, 2021

“Competition without innovation is low-level competition and zero-sum competition between vested interest groups,” Shi Jianzhong

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1 Comment on In China: Record Coal And Other ‘Relevant’ Events

I Am Become Manchin, Destroyer Of Progress

September 30, 2021October 1, 2021

The issues were the same in Washington on Thursday. There was incremental progress, but no

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16 Comments on I Am Become Manchin, Destroyer Of Progress

Just Tell Me The ‘Why’

September 29, 2021September 30, 2021

No matter how badly we want to answer the “Why?” question, it’s almost never a

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4 Comments on Just Tell Me The ‘Why’

The Selloff Accelerants

September 29, 2021September 30, 2021

It was just — let me check the watch I’m not wearing — 24 hours

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Maybe America Wasn’t Such A Good Idea After All

September 29, 2021September 30, 2021

Time and again over the past several years I’ve lamented the scope of government dysfunction

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12 Comments on Maybe America Wasn’t Such A Good Idea After All

‘When Markets Shudder’

September 29, 2021September 30, 2021

After some catch-up selling in Asia, markets calmed a bit on Wednesday. Tuesday’s rates-driven dramatics

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1 Comment on ‘When Markets Shudder’

China’s Power Crunch Steals Macro Limelight

September 28, 2021October 9, 2021

“Yet another growth shock.” That’s how Goldman described China’s worsening energy crunch on Tuesday. You

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2 Comments on China’s Power Crunch Steals Macro Limelight

When Your Risk-Free Asset Turns On You

September 28, 2021October 4, 2021

Investors were once again “treated” to a rates-inspired tech selloff Tuesday, a fairly regular occurrence.

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3 Comments on When Your Risk-Free Asset Turns On You

Surprise! US Consumer Mood Sours Again

September 28, 2021September 29, 2021

In news that will surprise exactly nobody (other than the several dozen economists whose forecasts

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1 Comment on Surprise! US Consumer Mood Sours Again

Home Prices Log New Record; Downpayment Burden Worsens

September 28, 2021September 29, 2021

Home prices rose less than anticipated in July. Consensus expected S&P/Case-Shiller’s 20-city index to post

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5 Comments on Home Prices Log New Record; Downpayment Burden Worsens

Calls Grow For ‘Structural Bull Market’ In Surging Crude

September 28, 2021October 9, 2021

I’m continually amused at how quickly the narrative changes. I used to jokingly refer to

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7 Comments on Calls Grow For ‘Structural Bull Market’ In Surging Crude

Oil And Bonds!

September 28, 2021September 28, 2021

Oil and bond yields. It was all about oil and bond yields on Tuesday. In

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4 Comments on Oil And Bonds!

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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 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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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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