Blame Gas Prices?
US consumers felt incrementally worse this month about their economic prospects. That’s according to a
Ban Free Speech
Economists and academics aren’t exactly famous for producing models that approximate reality while attempting to
Overthrowing Xi Could Mean The End Of The World
I assume this is obvious, but what’s obvious to me isn’t always clear to the
‘Since Tiananmen’
Over the weekend, in Shanghai, a man strode unimpeded down what looked to be a
There’s No Such Thing As ‘Woke Capitalism’
I’ve reached an intellectual limit with the comically farcical notion that corporate America is engaged
He Hates These Jobs!
[Editor’s note: For my younger readers, the title of this article is a classic American
A Popularity Contest For The Unpopular
I saw a pitiable statistic the other day. Just 6% of voters in America are
Mourning Lost Mayhem
I assumed (wrongly, perhaps) that in the era of “everything analytics” brought to you by
Grey Skies
“It’s not so much a Black Friday as a grey one,” SocGen’s Kit Juckes wrote,
(Mis)informed By ‘Corporate Views’
“Way” back in August, following a better-than-feared Q2 reporting season for corporate America, it was
China In Dire Straits
Just two days after China’s cabinet tipped the “timely and appropriate” use of monetary stimulus
No Profit Pollyannas Allowed
At this point, I’m not sure anyone is as optimistic about the outlook for US
Gamma Flip Suggests Stock Serenity. For Now
Things have calmed down. For now. In a year defined by uncertainty and cross-asset turmoil,
Meanwhile, In Turkey…
He did it. Recep Tayyip Erdogan succeeded in bringing rates in Turkey back down into
Bankman-Fried: FTX Collapse Is ‘Sh—y Thing’ That ‘Sucks’
Below, find the letter Sam Bankman-Fried sent to FTX employees this week. Typically, I’d indulge
Lags And Stepdowns
The word “lags” came up nine times in the November FOMC minutes, released into a
Saying One Thing, Doing Another
“Along with the ongoing impact of inflation, attitudes have also been weighed down by rising
Americans Keep Mortgaging Their Lives Away
Incorrigible Americans, spurred on by some combination of rate buy-downs and FOMO, bought more brand
In China: ‘Fight, Fight!’
Maybe Xi Jinping decided to abandon “COVID zero” following last month’s Party congress. He’s going
Half Empty
Wednesday brought more disquieting economic data and more rate hikes, underscoring the tenuous nature of
Emperor Bankman-Fried Had No Clothes
“We have probably witnessed one of the most abrupt and difficult corporate collapses in the
The End Of Mega-Tech Exceptionalism?
Earlier this month, I asked if mega-cap US tech shares were “imposters” all along. It
Crypto: Everyone Was Just That Stupid
$2.1 trillion. That’s a rough approximation of the total value destruction across the cryptocurrency space
No More Free Money (The Year The Music Stopped)
Money is no longer free. That simple fact, perhaps more than anything else, explains the
Kolanovic Sees Risk Assets Under Pressure ‘Until Fed Cuts Rates’
If you’re waiting on a sustained rebound for risk assets (like stocks), you might be
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