In the humorously titled “MAGAFOMOTINA,” I noted that US equities have surpassed $400 billion of
Author: therealheisenberg
MAGAFOMOTINA
They were (still) buying US stocks over the last week. On the heels of an
Rusty Nails
Another month, another robust read on US services sector activity. The flash print on S&P
Roaring 20s
US equities are having a good year. Maybe you noticed. Specifically, the S&P’s up nearly
Commencing ‘Cash Out’?
Has the great “cash out” commenced? No, probably not. But US money market funds did
Yardeni 10,000 Or Edwards 10?
Ed Yardeni thinks the S&P could reach 10,000 by 2030. Albert Edwards reckons it at
‘Our Crazy Neighbor’
We’ve all had annoying neighbors at one point or another in our lives. But unless
Americans Dig Deep, Buy Homes
Americans bought some houses last month, God bless ’em. Existing US home sales, which’ve spent
Fanciful Claims
US jobless claims came in low. Again. Again, again. Thursday’s initial filers print was just
Nvidia Keeps The Dream Alive
The planet’s most important stock, and most valuable company, topped estimates in quarterly results released
If You Have To Think…
The chuckles. For a hard-hearted individual, I get them a lot. On Wednesday, I found
Tony Schwartz
Last year, Goldman’s David Kostin channeled Taylor Swift for the title of his year-ahead equity
Knock-Knock-Knockin’ On Seven’s Door
It wasn’t all that long ago that five-handle mortgage rates seemed like a real possibility
An Equity Funding Squeeze?
If you want to explain the price of something, a good place to start is
Lutnick Gets Commerce
As of this writing, Donald Trump’s still undecided on who’ll run Treasury in his second
Musk’s Trump Wager Had ‘Greatest ROI Of Any Investment Ever’
I think everyone gets the joke. Whether you’re willing to say it out loud largely
No, Vladimir Putin’s Not Going To Nuke Anybody
Everybody gasp and cower. Or duck and cover. If you forgot, the tsar has some
Make Stock Returns Real Again
Think you made money in stocks over the last two years? Think again! Your gains,
DOGE? Really?
I try to be generous, really I do. But in the face of what I
The Simple Case For Gold And Oil In 2025
Gold, who needs it? You, maybe! And depending. “US policy uncertainty and recent consolidation provide
Red-Lining
America has a builder president again. So, naturally, builder sentiment improved in November. If you’ve
Stocks May Fall, Could Rise In 2025: Wall Street
Next year may be defined by a “potential higher likelihood of uncertainty.” That’s according to
Bonds Need The Deets
Stocks may have a bond problem. Let’s take a quick step back. On the eve
How AI Destroys Humanity: An Interview With ChatGPT
As regular readers are aware, I began experimenting with OpenAI’s image generation platform DALL-E in
A Letter To Trump Voters From An Overeducated Liberal
Since Donald Trump easily beat Kamala Harris to secure a second term in The White
Buy America, Dammit!
Buy America. Wait, let me try again: BUY AMERICA! Boy oh boy, they were buying
Chinese Consumers Show Signs Of Life, But It Ain’t ‘Common Prosperity’
I’m pretty unforgiving by now when it comes to face-value assessments of monthly macro releases
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