Happy Or Sad? It Depends On The Size Of Your Portfolio
The Trump administration enjoyed some additional, minor relief on the consumer sentiment front Friday, when
Amazon’s $200 Billion Capex Guide May Scare Investors
It was all about AWS when Amazon reported results after the bell on Wall Street
McElligott Has Unified Theory For Bitcoin, SaaS Plunge, Gold Rally
If you’re searching for a unified, Occam’s razor-friendly theory to explain gold’s meteoric rise over
‘Trustless’ Bitcoin Confronts Another Confidence Crisis
Money, like faith, is the product of the human imagination. — David McWilliams in The
Terrible Trio Of US Labor Market Updates ‘Dims Expectations’
All around bad. That’s an apt description of the trio of US labor market indicators
White Collar Job Openings Evaporate In America
The hits just keep comin’. Shortly after a trio of private-sector updates cast a pall
Alphabet Posts Strong Growth In First Quarter As AI Leader
The stakes were high and, thanks to the company’s furious comeback in the race to
How AI Went From Tailwind To Headwind For Stocks
Earlier this week, I mentioned that forecasts for hyper-scaler capex in 2026 are up more
‘Loan-ageddon’ Looms As SaaS Scare Menaces Private Credit
“Well what the hell are we supposed to do with it?” “I dunno. Should’ve thought
US Services Sector Steady, But Stagflation Lingers
The US services sector’s generally fine. In case you harbored any doubts on that front.
Trump Tariffs Triggered Dramatic Hiring Slowdown, New Data Shows
Mind the revisions! Private sector hiring in the US was far slower than expected last
Anthropic Threat Sparks ‘SaaSpocalypse’
It won’t be painless. The AI revolution, I mean. I can’t say I’ve consulted the
Tech Still Has An Oracle Problem
Oracle’s down 50% from last year’s vertiginous highs. Did anyone else notice that? I’m not
Gold And Silver Are More Meme Stocks Than Money
I’ll say it again: Excessive volatility can negate store of value considerations when it comes
Credibility Is America’s Real ‘Deficit Problem’
It’s a good thing there’s no viable alternative to the dollar and US Treasurys, because
The Housing Market Is One Giant Antinomy
There are two ways to describe the US housing market. One says this remains among
Fine Print Throws Cold Water On Wild US Factory Rebound
“We are so back.” Factory activity in America picked up dramatically at the beginning of
Trick Question: How’s Earnings Season Going So Far?
How’s earnings season going so far in the US? That’s a trick question. Don’t answer
Precious Metals Carnage Spills Over, Bleeds Crowded Trades
It got worse for precious metals on Monday if you can believe it. At one
What The Gold Bubble Says About The Nature Of Money
What are the desirable characteristics of money? It’s a straightforward question, and it’s tempting to
US Jobs Trajectory Questioned Amid Partial Government Shutdown
As of this moment, right now, it isn’t entirely clear what, if any, impact the
Weekly: The Decade Dogma Died
Over the four decades we associate with the onset and perpetuation of shareholder capitalism, hyper-globalization,
Resignation
The friend I checked into the Perry Lane in downtown Savannah on December 5
For Gold, Silver: Black Friday
Well, you can’t say they weren’t due for a pullback. By “they” I mean gold
Two Wild Charts Show Scope Of Gold Frenzy
Gold’s “getting bubbly.” And, along with silver, it’s “nutty overbought.” The quotes are from BofA’s
Kevin Warsh Wins World’s Worst Job
When Kevin Warsh was last in the running for the big seat at the Fed,
Don’t Look Now, But Wholesale Inflation’s Heating Up In America
Don’t look now (because no one else will on a day when flashier headlines predominated),
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