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
Nvidia Blows Away Estimates
The high drama around Nvidia’s Q4 report was amplified on Wednesday afternoon in the US
Nothing Doing: Lowest Rates Since 2022 Fail To Spur Home Sales
Boy, I’ll tell you what: US housing’s in a bad, bad way. I realize this
How ‘Doomers And Boomers’ Took Over US Equity Options
“Doomers and boomers.” That’s the US equity options space in a nutshell. The description comes
Albert Edwards Says AI Macro Doomsday Is ‘Here Right Now!’
SocGen’s Albert Edwards knows a thing or five about macroeconomic apocalypses, having predicted all of
On Citrini’s 2028 AI Dystopia
I used to wonder if the genius, multilingual Bulgarian provocateur who taught me the tricks
Citrini’s AI Dystopia Story In 10 Easy Macro Points
While painstakingly reviewing the dystopian near-future novella that destabilized markets early this week, I wrote,
Real US Home Values Are Still Shrinking
Real home values in America just shrank for a seventh consecutive month. “Just” isn’t quite
Lipstick On A Pig
Could’ve been worse. Seriously. It really could’ve been worse. One of this week’s only two
The US Stock Market’s Officially Too Big To Fail
Late last week, I called the US economy a Potemkin village and not for the
Cheap Stocks Are Going Extinct
Where can one find some cheap stocks? Put differently, where are the bargains in the
How Stocks Could Go From Selling Off To Melting Up
If investors can overcome the psychological albatross that is “pure tariff chaos” and assuming cold-hearted
The Tariff Ruling Isn’t About Tariffs
Donald Trump’s Customs and Border Protection agency said they’ll stop collecting trade duties implemented under
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