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Day: August 17, 2022

108 To 2

August 17, 2022August 22, 2022

During last month’s policy deliberations, “many” Fed officials voiced some concern around the risk of

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8 Comments on 108 To 2

One Does Not Simply Become Walmart

August 17, 2022August 18, 2022

The US consumer is “very healthy.” That’s according to Target CEO Brian Cornell, who spent

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2 Comments on One Does Not Simply Become Walmart

Retail Sales Suggest US Consumers Spent Some Gas ‘Savings’

August 17, 2022August 19, 2022

Retail sales were unchanged in the US last month, reflecting a weekslong drop in gas

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2 Comments on Retail Sales Suggest US Consumers Spent Some Gas ‘Savings’

The ‘Now’ Zeitgeist

August 17, 2022August 18, 2022

A pair of macro notables served as a reminder that however close we may be

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4 Comments on The ‘Now’ Zeitgeist

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

The Swiss Killed The CoCos

March 20, 2023March 20, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Moment Of Truth Arrives For Fed In Crisis Mode

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Col Pepper on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • RIA on Amazon Job Cuts Spread To AWS
  • Michael on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’
  • Kevin Wood on The Swiss Killed The CoCos
  • therealheisenberg on Risk Of Minsky Moment High With ‘Airplane In A Tailspin’

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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