Apple Delivers Best Quarter In Years
“Way” back in October, Tim Cook said iPhone sales and also total revenue at Apple
Riding The Bubbles
There’s some nascent unwind risk emanating from the CTA universe. I realize that’s a little
Trump’s Right About US Borrowing Costs. But He Misses The Irony
You’ve heard it before, in some cases from me: There’s something inherently absurd about the
Trump Again Considers Striking Iran After US Missile Demands Refused
It’s been 38 years since Donald Trump published “The Art of the Deal,” a collaborative
Meta, Microsoft Beat As AI Costs Scrutinized
Meta and Microsoft both beat estimates in results released after the bell on Wall Street
Jerome Powell’s Got Nothing For You
Jerome Powell has nothing for you. On anything. Or at least not on anything you
Waller Joins Miran In Dovish Dissent As Fed Holds Rates
The Fed kept rates on hold Wednesday, as widely expected. Stephen Miran naturally dissented, but
‘With Speed And Violence’: Iran Regime Change Back In Play
It’s hard not to laugh, dire though these times of ours most assuredly are. I’m
The Poli-Sci Catalyst Behind Gold’s Epic Rally, Dollar’s Deepening Disaster
The paradox of power for America vis-à-vis the dollar-based financial architecture which grew out of,
As Mag7 Results Begin, This Is The Most Important Question…
As Mag7 results roll in, the most important question for the world’s most important companies
US Population Growth Plunges On ‘Historic’ Immigration Decline
It’s working. The Trump administration’s sweeping effort to curb immigration, I mean. New estimates from
American Mood ‘Collapses’
“Collapsed.” That’s the word the Conference Board used on Tuesday to describe the month-to-month change
Real US Home Values Keep Shrinking. Deal Cancellations Soar
Home prices are still rising in America, but real housing wealth contracted a sixth month
Dollar Bears Everywhere!
I spent a lot of time early this week lamenting the rampant uncertainty engendered by
Insurrection Act Rumors, Civil War Fears Spread Amid Minneapolis Melee
The images plastered across the front page of every mainstream media outlet in America on
What Immigration Crackdowns And De-Dollarization Have In Common
Rule of law. It matters. In fact, it’s the only thing that matters in the
Gold Soars Above $5,000 As Chaos Rally Goes Parabolic
I love the smell of flaming fiat in the morning. On Monday, gold added to
What To Expect From 2026’s First FOMC Meeting
Jerome Powell, spendthrift renovator, will defy Donald Trump’s calls for more rate cuts at this
Is Another US Government Shutdown Coming?
Who’s ready for another US government shutdown? Or martial law in America? Or both? Senate
Weekly: The Existential Threat To US Treasurys
I’m pretty sanguine about the outlook for risk assets but… BUT. At the end of
Remember: ‘The Markets Have No Heart’
I’ve said it a few dozen times before and I’m sure I’ll say it at
White House Gets Rare Reprieve From Marquee Macro Mood Poll
The Trump administration caught a rare break on the domestic economic sentiment front Friday, when
Bond Vigilantes Beat Down The Door In Japan
I wouldn’t say this was an “all’s well that ends well” week for the Japanese
The Stocks Are Fine. The ‘Fake’ Polls, Not So Much
If you’re a politician and your poll numbers aren’t great, there are a couple of
Missiles, Mining And Military Bases: Greenland Deal Comes Into View
By Thursday afternoon in the US, which is to say around 24 hours after Donald
Fed’s Favored Inflation Metric Still Tame (Read The Fine Print)
“Refer to ‘Technical Notes’ for information on how the BEA imputed missing BLS prices.” That
Since 1969: US Jobless Claims Average Nears Milestone
Another week, another rock-bottom — which is to say completely benign — read on US
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