Charge It To The Game
If you were curious, Americans had nearly $1.2 trillion in credit card debt as of
For Pete’s Sake
It takes a certain kind of courage to volunteer yourself for war. It also takes
Core Inflation Stuck As Fed Leaves Job Unfinished
Underlying inflation in the US ran warm again in October, this week’s marquee macro release
Is The Stock Rally Overcooked?
Is the rally overcooked? I don’t know, but that question surely is. I’ve used it
Elon’s World
If you’re old enough to remember the “stimmy” go-go days of 2021, you may recall
Fed Consumer Poll Paints Upbeat Picture
The New York Fed released its consumer expectations report on Tuesday. Who’s excited?! These releases
Don’t Be Crazy
“Don’t be crazy.” You’re already hearing the exhortations to Donald Trump. I didn’t see “crazy”
Hedges Roasting On An Open Fire
“A smoldering pile of ash.” That’s your puts, may they rest in peace. Over the
A Rich Country
Valuations. Get ’em while they’re rich. It’s like the old adage says: Buy high, sell
Grab ‘Em By The Surplus
“I think it is mainly down to Trump. The threat is becoming more real.” So
Rope: Read And Understand Operator’s Manual Before Using
Donald Trump will command a majority of headlines in the days ahead, but a bevy
Earnings Seasons Are Back To Normal
“Back to normal.” Earnings seasons are back to normal. That’s according to Goldman’s David Kostin
What To Expect From ‘Trump 2.0’
If you want to know what to expect from a second Donald Trump term, here’s
Survival Of The Richest
Four bullets. He took four bullets, each one an occupational hazard. Or at least that’s
6.6K Spoos By Inauguration (MAGA Flows)
They were buying US stocks on MAGA day. “Wednesday saw the biggest daily inflow in
To Shop Or Not To Shop
The US consumer mood brightened early this month, according to the preliminary read on the
Powell To Trump: I’m Not Going Anywhere
Reporters only cared about one thing Thursday while questioning Jerome Powell: Donald Trump. The Fed
Fed Cuts Again As Powell Braces For Trump
The Fed cut rates by a quarter-point on Thursday, as expected. I don’t think there
Leveraged ETFs Were $17 Billion Flow Kicker To MAGA Rally
So, yeah: Modern markets did their thing in the monster, mid-week MAGA melt-up. The post-election
Bank Of England Delivers Cautious Cut As Fiscal Uncertainty Clouds Outlook
“External shocks have abated,” helping to facilitate the disinflation process. So said the Bank of
The Dollar In Trump’s Second Coming
A word on the dollar. I suppose I should say another word on the dollar.
Vol Crush Unlocked
Vol was obviously crunched hard into a truly raucous, post-election rally on Wall Street. “MAGA
For Democrats: A Reckoning
It wasn’t close. Really it wasn’t. Donald Trump served notice this week that America’s still
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