Congratulations to China. When all the math’s done and the meat thermometer confirms the books
Author: therealheisenberg
What Labor Market Weakness? US Jobless Claims Dive Anew
Is it even worth documenting US jobless claims anymore? I honestly don’t know, because as
Did Tesla Just Deliver A Stealth Sales Warning?
Was that a stealth sales warning? In a move one observer described as “highly unusual,”
Fed Minutes Underscore Divisions As Trump Refloats Powell Lawsuit
Did Donald Trump mention how much he hates Jerome Powell and how badly he wants
Iran Rushes To Address Currency Crisis Amid Trump Threats
The theocracy in Tehran has a bad situation on its hands. The currency’s in a
Venezuela Begins Oil Shut-Ins As Maduro Sings, Dances
Nicolas Maduro’s doing what cartoonish dictators do when the chips are down: Availing himself of
US Home Price Growth Loiters Near Multi-Year Low
Breaking old news (there’s a joke there, don’t miss it): US home values rose at
Iran On The Brink: Currency Collapse May Presage End Game
They’re pissed off in Iran. Although state media did its best to play down the
Russia Says Ukraine Tried To Blow Up Putin’s Country Estate
The Nord Stream sabotage and the assassination of Daria Dugina (in a car bomb likely
Are Everyday People Catching Up To The Housing Bubble?
Surprise, surprise: Contract signings in America’s otherwise frozen resale property market posted another outsized advance
Wall Street’s ‘No Bears Allowed’ Mantra Is 2026 Contrarian Indicator
To be honest, I don’t love the setup for US equities in 2026. And yes,
S&P Aims For Third 20% Gain In Bid To Break Bad Santa Streak
This’ll be a slow week for markets. The data docket in the US isn’t empty,
Don’t Kid Yourself: Putin Can’t Be Placated
At this point, it’s virtually impossible to suggest the Kremlin’s serious about finding its way
Weekly: It’s Not Brain Surgery
A couple of years ago I received a serious-sounding email from a guy who was
Stocks Can Still Go Down Too, Right?
Did you buy the dip? If you’re inclined to ask, “What dip?” I won’t blame
Desensitized Investors No Longer Shocked By The Shocking
I realize we’re all desensitized by now to visuals illustrating extreme market concentration and its
Unsustainable Rallies
Records on top of records on top of records. Many (most?) advanced economy bourses remained
Nvidia’s $20 Billion Groq Deal Is ‘Stunning’ Power Play
If you can’t beat ’em — or suspect they might pose a challenge at some
A Record Ruble Run
If you expand the cross-asset leaderboard to include a wide range of commodities and currencies
Bessent Floats Change To Fed’s Inflation Mandate
“Well, Martha, in case you don’t know, I’m actually a soybean farmer. So, I have
Epic Buyer’s Market Fails To Break US Housing Deadlock
If you were curious, there are still nearly 40% more sellers than buyers in the
Don’t Look For A Recession In US Jobless Claims
If the plunge in initial US jobless claims witnessed in and around Thanksgiving was a
K-Shaped Capex
Although the “K-shaped” macro motif’s a bit tired by now, it has a lot of
US Economy Grew Rapidly Ahead Of Shutdown
The US economy expanded at a — get this — 4.3% clip in Q3, according
Year One Of American ‘Golden Age’ Ends With Rock-Bottom Confidence
Post your best frustrated Trump memes. Roll out the “golden age” jokes. Recycle the “vibecession”
Is The US Hiring Slowdown Already Over?
Another week, another decent showing for a “real-time” US labor market indicator. Note the scare
A Red Flag For Stock Bulls
There’s a lot of cash on the sidelines. Nearly $8 trillion in money market funds,
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