Congratulations to Donald Trump: Headed into the US afternoon on Friday, he was set to
Author: therealheisenberg
Is The US Outflow Narrative Overdone?
They were still selling US equities over the last week. And they were still buying
Jobs Report Comes Up Roses In Boon To Trump
If you were expecting something dramatic — something exciting — from Friday’s US jobs report,
Amazon, Apple Underwhelm As Questions Outnumber Answers
Amazon, which was in the news this week for kissing Donald Trump’s ass, rang up
The Machines Should Be Buying Stocks From Here
I’ve been on at some length since “Liberation Day” about the extent to which the
Dumb and Dumber
Scott Bessent says the Fed needs to cut rates. He’d know. He and a “Tariff
American Manufacturers Unconvinced Tariffs Good For Business
Could’ve been worse. That’s how I’d describe Thursday’s update on the marquee gauge of US
You’re Fired
The good news is, US job cut announcements plunged in April. The bad news is,
Microsoft, Meta Beat Estimates As Big-Tech Sturdy
Microsoft results can be a tough cover. A lot depends on what Amy Hood says
Stagflation-Lite Is Here
The US economy shrank during the first three months of America’s new “golden age.” And
Contract Signings Surge In Mercurial US Housing Market
They’re buying houses all of a sudden! Or at least signing contracts to buy houses.
Things Were Going Well. Then Along Came Tariff Man.
On the bright side — there’s something you don’t hear too often these days —
Sooner Or Later, Trump’s Going To Commandeer The Fed
It’s tempting to ignore Donald Trump’s nonsensical ramblings — “malarkey,” to channel a certain senior
Capital Flows To US Assets Dry Up Amid Policy Chaos
Hard stop. That’s what we’re looking at in terms of foreign investor flows to US
Amazon Can’t Tell Americans The Truth About Tariffs, White House Says
You’re not allowed to tell Americans the truth about tariffs. That was Karoline Leavitt’s implicit
Consumer Confidence Collapses As American Households Despair
There’s no other way to look at this first 100 days other than a huge
Prices Still Rising In ‘Out Of Whack’ US Housing Market
US home prices continued to rise, worsening an affordability crisis which, according even to housing
From GM To Canadian Grandmothers, Everyone’s ‘Tired Of Winning’ Already
I don’t know about anybody else, but this American’s tired of winning already. 100 days
No One Likes Uncertainty
This may not have occurred to every “very stable genius” in the world, but deliberately
‘Ghosts In The Recursion Fields’: How We Lose Our Humanity To AI
I tried recently to limit my iPhone screen time. To that end, I started bringing
The Bonds Don’t Lie
First thing Monday, I not-so-gently chided Scott Bessent for what, in my view anyway, was
Fool’s Gold
Over the weekend, Scott Bessent said a ridiculous thing. He said a lot of ridiculous
Traders Brace For Data Tsunami With GDP, Payrolls Due
This’ll be a busy week on the macro-market front, and probably on the political front
War, Peace And A Very Slippery Slope
Donald Trump was at Pope Francis’s funeral for all of 14 minutes on Saturday. It
The Domino Effect Of De-Anchored Inflation Expectations
The Powell Fed’s in a tough spot. That’s a good early candidate for macro-market understatement
Is 20x The New Ceiling For US Equity Multiples?
A little over a month ago, JPMorgan suggested US equity valuations reset structurally higher over
Arresting Developments
Kash Patel’s arresting judges now. So, there’s that. No sense burying the lede. But it’s
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