This isn’t well understood among a lot of “everyday investors” (whatever that means), but stock
Author: therealheisenberg
US Home Builders Are Full-On Depressed
Yikes! Let me preface this by saying no one expected an upbeat read on US
US Retail Sales Drop Sharply, But Key Spending Measure Solid
Nominal spending across the world’s largest economy fell more than expected last month, even as
What History Says About Stocks And Geopolitical Shocks
In the latest Weekly, I argued that even if the 2025 Israel-Iran war lives up
‘Before It’s Too Late’
Iran wants to talk. Mayday, mayday, mayday! On Monday, multiple reports indicated the Khamenei regime’s
Regime Change By Any Other Name
Israel’s losing some people. Not nearly as many as Iran and certainly no top officials,
China’s Still Struggling
Deflation delays consumption in a pretty straightforward way: If you think it’s going to cost
What To Expect From The June FOMC Meeting
The Fed will keep rates on hold this week. And Donald Trump will be furious
Three-Day Week
This is effectively a three-day business week in the US. And it’s summer (not officially
The End Of Khamenei?
If anything’s clear 20 months on from Hamas’s attack on Israel, it’s that Iran and
‘Red Lines’
Israeli defense minister Israel Katz on Friday said Iran “crossed a red line” when the
Goin’ Up To The Spirit In The Sky
“With the Strength of a Lion.” That was the codename for a yearslong Mossad intelligence-gathering
‘Sell America’: Hyperbole Or Epochal Shift?
At the risk of positing a strawman, sometimes it feels like Wall Street strategists and
Americans’ Inflation Expectations Plunge Most In Quarter-Century
For the first time since late last year, consumer sentiment improved on the marquee gauge
And Now, War
The rumors weren’t rumors. They typically aren’t when the subject’s IDF war plans. Israel doesn’t
‘Big Beautiful Bill’ Is Egregious Reverse Robinhood Scheme
The numbers are in and guess what? The GOP’s “big, beautiful” tax bill accrues handsomely
‘Take It Or Leave It’
“You can take it or leave it.” That’s what Donald Trump’s going to tell the
Claims Canary
I’m always cautious about declaring a turning point for US jobless claims. Each and every
Wholesale Prices Docile As Tariff Spike Fails To Materialize
Another day, another benign read on a key gauge of US price pressures. Wholesale prices
‘Monetary Malpractice’
Unfortunately, JD Vance is weighing in on US monetary policy now too. “Too” meaning in
Meanwhile, In US Housing…
For whatever it’s worth to you, home-loan activity in the US picked up meaningfully after
Xi Plays His Trump Card
I hate to rub it in, particularly considering that, as an American, I’m on the
FULL MAGNETS
“A handshake for a framework.” That’s how Howard Lutnick described the outcome of US-China trade
Trump Gets A Win As US Inflation Negligible
Well whaddayaknow, inflation in the US ran meaningfully cooler than expected last month, according to
Fed Chair Bessent?
Fed Chair Scott Bessent isn’t a good idea. Why? Simple: Because he’s already beholden to
Ice Cream TACOs
I hesitate to weigh in on the near-term trajectory of… well, of anything, really. Tomorrow’s
The Bullish Side Of Unprecedented Trade Uncertainty
If you’re searching for a silver lining in the dense fog of uncertainty hanging over
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