‘Get Used To It’: China Fails To Brake Investment, Spending Collapse
Don’t worry, it’s all part of the plan. Or part of a plan that aims
A Bull Market In Watershed Moments
Epochal change is everywhere. Have you noticed that? There’s a bull market in tectonic shifts.
The Boring Fundamentals
The fundamentals are sound! How many times have I said that recently amid a US
Monkey Gone to Heaven
Different month, same joke: There’s a “legendary” builder in The White House. That means US
‘Let The Oil Flow!’
A grateful world sang the praises of Donald Trump on Monday, after the FIFA Peace
‘Which Warsh?’ What To Expect From The June FOMC
“Which Kevin Warsh will show up” at this week’s FOMC press conference, Bloomberg Economics wondered.
Kevin Warsh’s Audience Of One
I reckon I’d raise rates. If I were the Fed, I mean. I’d need to
Weekly: Is SpaceX IPO (And Elon Musk, Trillionaire) The Top?
I don’t think the bubble — if that’s what it is — bursts before OpenAI
Are We There Yet? To Peace, I Mean.
Oh, you’re exhausted with reading about a deal (or an “agreement,” or an “arrangement,” or
Moonshot. Literally.
We believe we have identified the largest actionable total addressable market in human history. —
Rock Bottom Was Solid Foundation For US Consumer Moods
Well, you know what they say about rock bottom: It’s a solid foundation. After hitting
Trump ‘Cancels’ Iran Attack, Says War ‘Settled’
Donald Trump who, as of 8:22 AM in Washington on Thursday, was prepared to hit
US Military Could Seize Kharg Island Soon, Trump Says
Donald Trump, tired of being strung along by the “brotherhood” of IRGC commanders, former and
Europe Faces Stagflation As ECB Hikes, Sees Slower Growth
The ECB on Thursday became the first G7 central bank to raise rates as a
Wholesale US Inflation Soars On Largest-Ever Goods Increase
Wholesale inflation was uncomfortably warm in May, the BLS said, in Thursday’s only notable US
Oracle’s Back In The News
Oracle was back in the news on Thursday. And not just in the news, but
Trump ‘Loves The Inflation’ As ‘Stealth’ Flows Cap Oil Surge
Not a day goes by. When Donald Trump doesn’t make me chuckle. Dejectedly, disdainfully, despairingly,
US Inflation Tame As It Can Be Under The Circumstances
Good news: Core inflation in the US was much cooler than expected last month, if
China’s Coming Margin Crunch
What happens when your input costs surge in a domestic macro environment characterized by lackluster
Lingua Franca
“Stop resisting!” Every time I hear about the IRGC lobbing missiles at Israel, dispatching drones
‘Great News’ For US Housing? Color Me Skeptical.
Could’ve been worse. I’ll say that much for it. I realize that’s the same assessment
How’s It Feel To Be A Sucker? Congratulations!
A lot of small business owners in America are notoriously susceptible to GOP supply-side macroeconomic
China (Still) Making $500 Million An Hour On AI-Driven Export Boom
With the high-tech arms race in full throttle, scarcely anything else matters. That’s a lesson
The Largest Profit Boom In History
“Quite simply extraordinary.” That’s how SocGen’s Andrew Lapthorne described the recent inflection in consensus profit
‘Take Profits,’ Subramanian Says. ‘Too Many Red Flags.’
Frank Cross: Well, it’s a little late for this kind of feedback. Eliot Loudermilk: That’s
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