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Month: December 2022

Fed Starts 2023 With ‘Long Way To Go’ On Key Metric

December 31, 2022January 2, 2023

By the end of the first week of the rest of our lives, we’ll have

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3 Comments on Fed Starts 2023 With ‘Long Way To Go’ On Key Metric

Back To Business

December 31, 2022January 6, 2023

It’ll be back to something like business as usual in the new week, when traders

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1 Comment on Back To Business

China’s Reopening Bust Laid Bare By Disastrous Data

December 31, 2022January 2, 2023

Guess what? China’s decision to roll back strict pandemic curbs didn’t lead to a surge

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5 Comments on China’s Reopening Bust Laid Bare By Disastrous Data

The Rebirth Of The American Subject

December 30, 2022January 1, 2023

With time, America has become a country with vanishingly few paths out of poverty (or

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12 Comments on The Rebirth Of The American Subject

The Marvelous Stupidity Of The US Debt-Ceiling Debate

December 30, 2022January 2, 2023

I have a very difficult time countenancing the debt-limit debate as it manifests in soundbites

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19 Comments on The Marvelous Stupidity Of The US Debt-Ceiling Debate

V.P. Phone Home

December 30, 2022January 1, 2023

“We share the same views on the causes, course and logic of the ongoing transformation

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5 Comments on V.P. Phone Home

Local Genius Loses $140 Billion In ‘Stock Market Craziness’

December 29, 2022December 31, 2022

It’s been a tumultuous and, I imagine, frustrating, year for Tesla shareholders. Getting into Tesla

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1 Comment on Local Genius Loses $140 Billion In ‘Stock Market Craziness’

Double-Edged Swords

December 29, 2022January 1, 2023

Seemingly everything is a double-edged sword these days from a macro perspective. More to the

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2 Comments on Double-Edged Swords

Good Copy, Bad Copy

December 29, 2022December 31, 2022

Copy for the sake of it. I’m not a fan. Noteworthy market news was sparse

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3 Comments on Good Copy, Bad Copy

No Surrender, No Peace

December 29, 2022January 6, 2023

Two days ago, Sergei Lavrov told Russian state media that Ukraine should surrender for its

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12 Comments on No Surrender, No Peace

Click Monsters

December 28, 2022January 3, 2023

“It was a click monster.” I cringed, but she couldn’t see me since we communicated

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8 Comments on Click Monsters

Disconcerting Déjà Vu

December 28, 2022December 29, 2022

China’s grand reopening after three years of government-imposed isolation was supposed to save the global

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2 Comments on Disconcerting Déjà Vu

Results Pending, Hope Floats

December 28, 2022January 1, 2023

I doubt anyone needed additional evidence to support the contention that the US housing market

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1 Comment on Results Pending, Hope Floats

Batman

December 28, 2022January 1, 2023

Just before midnight on December 26, Elon Musk posted a picture of a brooding Bruce

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24 Comments on Batman

‘Placeholders For When Something Goes Wrong’

December 27, 2022December 29, 2022

There are a laundry list of reasons to cast a wary eye at the rate

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2 Comments on ‘Placeholders For When Something Goes Wrong’

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 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

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 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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