Home-Deal Cancelations Keep Hitting Records
The deals are still falling through. Home deals I mean. When pending home sales fall
Wrap It Up, Invade Or Both?
Donald Trump’s ready to wrap it up. The war, I mean. That doesn’t necessarily preclude
Israel Kills IRGC Navy Boss Tangsiri
Alireza Tangsiri’s dead, if that means anything to you. Another IRGC lifer who traces his
VaR Is Hell
If I weren’t so committed to editorial integrity, I could’ve penned a terrifying headline for
Buy Now Or Forever Hold Your Lease
If you don’t own property in America by now, chances are you can’t afford to.
War Dashes Spring Home Hopes For American Renters
The war with Iran couldn’t have come at a worse time for a US housing
Donald Trump Has An Iran Peace Plan
Don’t worry, Donald Trump has a plan. At some point early this week, likely on
Trump Urged By Saudis To Finish Job, Destroy Iran Regime
War: What is it good for? Before you shout “Absolutely nothing!” maybe talk to Mohammed
Private Credit: Who’s Scared?
The private credit apocalypse is back in the news. I don’t know that it ever
The War’s Not Over
Godspeed, Jared. We need to move your father-in-law’s “strong,” “constructive” peace talks along. Iran and
Who You Gonna Believe?
Who you gonna believe: Donald Trump or Bagher Ghalibaf? If it’s between those two, and
The Regimes Are Dead. Long Live The Regimes.
“Is this the ‘TACO’ trade Wall Street has been waiting for?” CNBC wondered on Monday
Trump Teases ‘Total Resolution’ To War After Ghalibaf Threatens Treasurys
Told you so. I told you he was gonna call it done, or at least
Where’s The Stock, Pump Price Pain Threshold?
What’s the equity market pain threshold for the Trump administration? Not SPX 6500, apparently, and
Holy Warmongers
Donald Trump’s either “winding down” major combat operations in Iran or on the verge of
Operation ‘Rage Flip’
It really is difficult to overstate the case when it comes to describing the dramatic
Weekly: Hawks, Hawks Everywhere
It was rough out there for investors this week. Again. It’s not a coincidence that
‘Just An Ongoing, Bleeding Risk-Management Flow’
“Are we really tightening policy into a global energy supply shock with an already fragile
How Long Before Trump Calls Iran Done?
Does anybody know how to go about cleanly extricating oneself from a spiraling conflict in
South Pars And The Mystery Of Iran’s Missing Military Coup
International media outlets were awash Thursday in headlines proclaiming a “global energy crisis” as oil
US New Home Sales Collapse
Don’t look now, but new home sales in the US just posted their largest monthly
UK Front-End Ablaze As BoE Turns Hawkish
The Bank of England might’ve cut rates today. Then came the war. At the last
ECB Warns Of ‘Material Impact’ From Iran War
Hot on the heels of hawkish BoE communications which destabilized the UK front-end, stoking still more
‘Standard Learning’
There were two overarching takeaways from Jerome Powell’s press conference on Wednesday. The first was
Fed On Hold, Retains 2026 Rate Projection Amid War Angst
As expected, the Fed kept rates on hold Wednesday following what I imagine was a
War Imperils US Housing As Buying Season Begins
Scott Bessent tried to warn him. Or at least I assume (and hope) Scott Bessent
South Pars Hit, Iran Intel Chief Killed
“Is that him?” “Yep.” “You sure?” “Yep.” “Cook him!” Esmaeil Khatib somehow survived the devastating
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