There wasn’t much Thursday in the way of evidence to support a US slowdown narrative.
Author: therealheisenberg
‘This Guy’s Gotta Go’
“This is literally the government of Japan giving Donald Trump and the America people $550
What Even Is Tesla These Days?
Remember Tesla? That’s the car company Elon Musk runs when he’s not… well, when he’s
Alphabet’s Spending Plan In Focus After Very Solid Quarter
Alphabet kicked off Magnificent 7 results with what looked like a solid beat. The company
The Fed’s Probably Lost To Us
House Speaker Mike Johnson’s “disenchanted” with Jerome Powell. That’s Johnson’s word. “Disenchanted.” He used it
Existing Home Prices Soar To New Record. Sales Torpedoed
Surprise! Existing home sales in the US fell far more than expected last month, according
A Concept Of A Deal
Japan will invest $550 billion — equivalent, roughly, to a bazillion, gagillion yen — in
What A Weak Dollar Means For Corporate Bottom Lines
These are the sessions — hot summer sessions when everybody who’s anybody is on vacation
Should The Fed Just Give Up? After All, Everyone Else Has
More or less everyone’s lost their minds in America. I get that. And most people
The Fundamentals Are Sound
The fundamentals are sound. Said everyone in the days and weeks before every market crash
Resilient And Serene
“Economic vitals are proving resilient” and markets are “oddly serene.” That sentence is spliced together
What’s The Bet?
It’ll all work out ok in the end. That’s how US equities — which powered
Stocks’ Advice On Tariff Man: Just Ignore Him
Equity investors, for better or worse, have stopped listening to Donald Trump’s tariff threats. The
What Do Trump, Bessent And Warsh Have In Mind For The Fed?
The writing’s on the wall, and it’s so large by now that Stevie Wonder could
Powell Persecution Is Martin Niemöller Moment For Wall Street
Nobody has to “explain” anything to Donald Trump. Not you, not me and certainly not
The Japan Canary
“I continue to have a number of duties I must fulfill for the nation,” Shigeru
ECB Takes Center Stage As Tariff Clock Ticks
This’ll be a pretty light week on the data front in the US, which is
Watch Tokyo
We may have a problem in Tokyo. Last week, I contextualized another steep selloff in
‘Who’ To Thank For Stocks’ Blind Eye To Powell Drama
I try to strike a healthy balance between characterizing (“caricaturing” is probably more apt on
Sorry, Chris. He’s Still Not Going To Pick You
Poor Chris Waller. If there’s anything more pathetic than a man pandering to another man
When You’re In A Hole, Stop Building
The first rule of holes is that when you’re in one, you stop digging. US
US Households Offer No All-Clear For Trump
After soaring in June on hopes the Trump administration will ultimately settle for less draconian
The Man Who Would Have A Palace
I realize this goes without saying, but the Trump administration’s characterization of renovations to the
Nihilists, Dude
Much has been made of the idea that retail investors comprise a bigger share of
It’s Too Early To Fade US Stock Melt-Up, Popular Strategist Says
We’re in inning seven of the current equity market melt-up, which is to say it
US Homebuilders Remain Depressed As Price Cuts Proliferate
Did you hear the good news? That “big, beautiful,” budget-busting regressive tax cut Republicans just
Wall Street Blissfully Ignorant Of Fed’s Erdogan Risk
“Let’s be honest, Fed independence is a myth.” So said some guy in the sales
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