Joe Kent Has Words For Donald Trump
Time was, you could trust Joe Kent. And by “you” I mean Donald Trump. “The
It Could Be Worse…
With inflation still elevated (and poised to rise, at least on a headline basis and
Your Hedges Are Bleeding
Last week, in “Priced For Chaos When Nothing Ever Happens,” I again called readers’ attention
If Iran ‘Fun’ Continues, S&P Could Plunge To 5400
Are we having fun yet? At least one person (two if you count Pete Hegseth)
Thawing Dragon
It’s an afterthought amid a mideast melee that’s poised to dominate every headline for a
Something’s Gotta Give This Week
I’m probably on the record enough by now, but just in case: I’m avowedly not
Battle-Weary Fed Confronts Another Supply Shock
For quite a while after Russia invaded Ukraine, Western central banks included an admonishment to
‘No Exit Ramp’: Markets Fear War Spiral After Kharg Strikes
The Strait of Hormuz is “open to everyone.” Everyone, that is, except America, its friends
Kharg In The Crosshairs
Donald Trump’s a “decent” guy. That’s according to the man himself who, while detailing the
Weekly: War Comes To The US Front-End
The war came home for America this week. Not in the form of any actual
Mideast Wars, High Gas Prices Still Unpopular (Who Knew?)
Consumer sentiment among American households might’ve improved again this month were it not for the
Fed’s Favorite Core Inflation Measure Hit Multi-Year High Before War
Core inflation in the US ran the fastest in nearly two years to start 2026,
US Economy Gets Sharp Downgrade In Stagflationary GDP Update
The US economy expanded at just half the initially-reported pace in Q4, the BEA said
Iran Oil Blowback Has World Over A Barrel
Don’t read The New York Times. That was Donald Trump’s advice to Americans as the
Stocks In War
In light of Mojtaba Khamenei’s avowed determination to keep the Strait of Hormuz closed in
Market Derelict On Oil Inflation Risk, Albert Edwards Says
If you ask the sell-side’s most famous bear, the bond market’s insufficiently attentive to inflation
‘The Caravan Of Martyrs’
Apples and trees. The former don’t generally land too far afield of the latter. Mojtaba
The Tankers Are On Fire
The front pages were ablaze Thursday with video of burning tankers off the coast of
Two Crazy Charts And A Wildly Bullish Backtest
Wanna see something crazy?! When it’s me asking, you can safely answer in the emphatic
Mines And Mischief
The regime in Tehran’s good at three things. Network-building (through proxy cultivation, influence-buying and opportunistic
Priced For Chaos When Nothing Ever Happens
Earlier this week, in “Where’s The Iran War Stock Crash?,” I highlighted the disparity between,
Cool Inflation Report Is Old News In Hot War
Wednesday’s US inflation update from the outfit formerly known as the world’s preeminent statistical organization
Will Oracle’s Cloud Growth Stanch The Bleeding?
In the normal course of things, I wouldn’t dedicate special coverage to Oracle’s earnings release.
Canaries And Eye Candy From Inside The AI Bubble
How crucial are AI investment and AI-enabled cloud services to overall corporate profit growth in
In US Housing, A Faint Pulse. But That’s It.
Well whaddya know, the resale US housing market evidenced a pulse in Tuesday’s update on
Peace Through Fire And Fury
“Have you said ‘thank you’ once?” to quote America’s humble, Appalachia-raised, blue-collar vice president, who
Iran War ‘Very Complete.’ ‘Pretty Much’
Blink and you missed it. Hope you bought the dip. “I think the war is
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