Nothing to see here, folks. Nvidia’s still light years ahead of the competition and Jensen
Author: therealheisenberg
Consumer Confidence Collapses Second-Most In Four Years
Consumer confidence among American households crumbled in November, according to a highly unfortunate read on
More Bad Jobs Data Puts Fed Doves In Charge
“Curtailed.” That’s job creation among private sector employers in the US, and that’s not my
Meanwhile, In US Housing…
Good news, although I realize most of you aren’t here for that. Contract activity in
Spending Tepid, Wholesale Prices Mixed In Delayed US Data
Retail sales in the US rose at just half the expected pace in September, and
$4 Trillion Doomed To Underperform
It’s hard to beat a benchmark when you’re condemned to be underweight the names driving
Weltschmerz (It’s Lonely Being A Real Bear)
Everyone’s always looking for bear market canaries, crash harbingers and bad omens more generally. I
Google Comes For Everybody
The “Google’s winning” narrative has some real traction all of a sudden. Maybe you noticed.
Bitcoin ‘Bleed-Over’
Bitcoin was in the news again Monday. Unfortunately. A couple of days ago, as a
College Fails America
There was a time when a four-year college degree virtually guaranteed you a job, and
Wampanoag Week 2025
Should’ve let ’em die. Hindsight’s 20/20, but my goodness did Ousamequin make a mistake 400
Weekly: The Bitcoin Barometer
Bitcoin tends to peak around blow-off tops for speculative excess. That’s not a coincidence. Whatever
Google > OpenAI: A Grand Reset Of The AI Chessboard?
If you want to unlock the mysteries of this week’s at times confusing US equities
The October CPI Report Is Officially Canceled
Remember when Donald Trump was bound by statute to publish inflation data? No? Me neither.
The Worst Consumer Sentiment Report Ever
Good news! The marquee gauge of consumer sentiment in the US improved in the final
Trump, Putin Turn The Screws On Zelensky
All Donald Trump wants in Ukraine is a “win-win scenario.” That’s according to Karoline Leavitt,
Fed Doves Get Nothing As US Economy Seen ‘Buoyant’
“Relatively buoyant.” That’s the US economy, according to S&P Global, which on Friday released preliminary
McElligott On Nvidia And The Santa Rally Check List
Nvidia did “the Atlas thing,” Nomura’s Charlie McElligott said Thursday, as a still-nervous US equity
‘It’s Only A Buyer’s Market If You Can Afford To Buy’
Existing home sales in the US were — how should I put this? — very
Delayed Jobs Report Leaves December Fed Question Unanswered
The US economy added more than twice as many jobs as expected in September after
‘Everywhere, Everything, All At Once’: Nvidia Blows Away Estimates
Vive la révolution! Nvidia sold some chips last quarter. Quite a few of them, actually.
Fed Sounds Biased Against December Rate Cut
Pretty much the only thing everyone agreed on at last month’s FOMC meeting was that
Trump Nixes October Jobs Report
Oh, good: A teachable moment for a political scientist in a room full of macro-market
Save The Buybacks!
How important are buybacks? That’s a rhetorical question. The answer, qualitatively, is “very.” If you
Forlorn US Housing Can’t Catch A Damn Break
They’re, um, still struggling to buy the homes. “They” is any American who wants a
Wall Street’s Most Famous Bear Suggests This Time’s Different
This time’s different. Don’t get testy with me. I didn’t say it. Rather, it was
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