Down Payment Burden Emerges As Biggest Homebuyer Hurdle
It’s a familiar dynamic: Mortgage rates in the US fell, prompting an uptick in refis
Dispersion Trade ‘Cash-In’ Risks Index Vol Spike
Last week, I highlighted a history-making bout of dispersion across large-cap US equities. Between an
The Great Human Capital Devaluation Is Upon Us
People. Who needs ’em? Not me. Or so I thought when I went into self-imposed
Somebody’s (Badly) Wrong About Software Stocks
With US software stocks down — checks notes — 30% in four months, it’s fair
It’s Really, Really Rough Out There For Homebuilders
Guess what? Unaffordable housing’s weighing on consumer psychology in America. Imagine that: When shelter’s unattainable,
In Historic Shift, Money Managers Say Companies Are ‘Over-Investing’
The title of this week’s first daily mailer was “How much is too much?” The
$1.5 Trillion In Two Years: AI Spending Forecasts Just Keep Rising
I told you so. Not that you needed to be any sort of seer to
Credit ETF Short Interest Explodes Amid Big-Tech Debt Binge
You don’t have to look very far these days for evidence that banks and investors
‘Magnificent’ Mega-Cap Margins Mask ‘Surging’ C-Suite Expense Angst
How profitable are the largest US companies? That’s kind of a trick question. The answer,
Americans Are Very, Very Worried About Their Jobs
Not to belabor the point or otherwise lampoon a man who doesn’t take especially well
Hedging The Hyper-Spenders
They’re the most creditworthy entities in the history of capitalism. And on many accounts, they’re
Does The 90% Crash In US Jobs Growth Guarantee A Recession?
It’s a good thing payrolls are (allegedly, purportedly, suddenly) growing again in America, because if
Bonds, Consumers Doubt BLS Jobs Narrative With GDP Due
Market participants will find out this week how quickly the world’s largest economy expanded during
Collapsing Competition Metric Reveals Rapid Pace Of American Monopolization
There’s a raging, secular bull market in analysis of US corporate dominance. Just when you
Loan Growth In China Plunges To New Record Low
Someone suggested this week that China will exit deflation in 2026. That’s not a strawman.
Weekly: A Wildfire On Wall Street
You wouldn’t know it from the main index levels (“The Dow is over 50,000 dollars!
US Inflation Benign With One Glaring Caveat
Friday’s inflation report out of the US looked like a non-event at first blush, with
Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
It was Walter — not Wayne — Gretzky who coined the maxim, “Skate to where
Putin Seeks Dollar Club Readmission, Secret Memo Says
Russia wants back in. To the club of US dollar users. There are two main
Corporate Bond Market Faces Sea Change In Hyper-Scaler Debt Spree
If you own an equity index fund that tracks a cap-weighted, large-cap benchmark which doesn’t
Home Sales Crash And Burn. Ice Storm Blamed
America’s foremost housing cheerleader is “disappointed.” It’s hard to blame him. At the (considerable) risk
The American (Pipe) Dream
Good news for America’s 45 million renter households: Thanks to lower mortgage rates and, secondarily,
‘Stunning’ Stock Dispersion Echoes Lehman, Dot-Com Crash
If it feels to you like a lot’s happening across US equities in 2026 to
New CBO Forecasts Suggest Little Hope For Bessent’s Fiscal Targets
Remember when Donald Trump and the GOP were going to cut the deficit, pay off
China’s Still A Snowball
The Party in Beijing still has a lot of work to do warding off the
What To Make Of A Wild Jobs Report
Somehow, the US economy added 130,000 jobs in January, a veritable miracle relative both to
Americans’ Credit Card Balance Hits $1.3 Trillion
Congratulations to Americans: They managed to score new records both for overall credit card debt
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