US Economy Lost Jobs Last Month, Alternative Facts Say
If you ask Revelio Labs, the US economy lost jobs last month. I’d suggest the
Layoff Pace Slows In America, But War Fog Clouds Outlook
After a staggering spike to start the new year, job cuts across the US economy
You Sank My Battleship!
Pete Hegseth seems like the kind of guy who keeps a bucket list. If he
Goldilocks Makes Surprise Cameo In US Services Sector
The US services sector’s heating up. That was the message on Wednesday from a barnburner
White-Collar Job Losses Approach Quarter Million In 10 Months
Humans aren’t completely redundant just yet. Only those with skills who wear ties to work.
The World’s Biggest Stock Bubble Just Burst
Last week, before the bombs started falling in Iran, I warned on the possibility of
Dire Strait
On Tuesday, the ubiquitous “people familiar with the matter” told the Western financial press that
What We Just Learned About The Dollar
If the question was whether the dollar retains its haven appeal in times of acute
Bonds Jolted As Risk Of Global Energy Crisis Grows
Although I’m of the opinion that the near-term, war-driven spike will fade more quickly than
Trump Says Iran War Ahead Of Schedule, But May Take A While
Pete Hegseth and Dan Caine may not know what America’s doing in Iran, but Donald
This Is Not Iraq, Hegseth Promises
It’s not Iraq, but it’s not an overnight, quick fix either. That was the message
Key Factory Price Metric Soars Most Since 2020
Surprise! I’m surprised anyway. Activity across the US manufacturing sector managed to expand for a
Oil To $100?
Markets are, I’d argue, largely desensitized to geopolitical conflict. Part of that’s the 24-7, “always
Chaos Reigns As Mideast War Widens
The death toll in Iran rose near 600 on Monday, as US and Israeli strikes
Jobs Report Collides With Iran War In Pivotal Week
Hard as it’ll be to focus on macroeconomic data amid the fallout from the weekend
After Khamenei, Who’s Next?
As the bombs kept falling across Iran on Sunday, remaining high-level officials in the capital
The End Of Ali Khamenei
He died as he lived: Tilting at windmills and waxing grandiloquent about the inevitable destruction of
Oil Moves To Front Burner With Iran On Fire
If you’re worried about oil supplies in the long shadow of America’s latest effort to
Khamenei’s Demise Adds To Cost Of Putin’s Ukraine Folly
On Saturday, as shell-shocked Iranians pondered Donald Trump’s generous bombing of their country, Dmitry Medvedev
Commencing ‘Operation Epic Fury’
“Major combat operations in Iran.” Who’s excited?! Pete Hegseth, surely. I don’t know about anybody
Weekly: Return Of The Roach Panic
This time last week, I conjured October’s “roach” scare in the course of suggesting that
Uh-Oh! Trade Service Margins Soar Most Ever In PPI Scorcher
It was hot in January. It usually is in the US post-pandemic. I’m referring to
Asian Stocks Boom Amid Seoul ‘SUVU’
Emigration figures suggest many Americans no longer view the US as the best place to
Have You Heard The Good News?
Have you heard the good news? There’s a Jesus joke there, but I’ve learned over
On Nvidia. And A Lot Of Other Things.
Full disclosure: I own Nvidia outside of an index fund. I bought it around $120.50
Some Empire…
Earlier this week, The Wall Street Journal ran a feature piece called “Americans Are Leaving
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