Bitcoin ‘Bleed-Over’
Bitcoin was in the news again Monday. Unfortunately. A couple of days ago, as a
College Fails America
There was a time when a four-year college degree virtually guaranteed you a job, and
Wampanoag Week 2025
Should’ve let ’em die. Hindsight’s 20/20, but my goodness did Ousamequin make a mistake 400
Weekly: The Bitcoin Barometer
Bitcoin tends to peak around blow-off tops for speculative excess. That’s not a coincidence. Whatever
Google > OpenAI: A Grand Reset Of The AI Chessboard?
If you want to unlock the mysteries of this week’s at times confusing US equities
The October CPI Report Is Officially Canceled
Remember when Donald Trump was bound by statute to publish inflation data? No? Me neither.
The Worst Consumer Sentiment Report Ever
Good news! The marquee gauge of consumer sentiment in the US improved in the final
Trump, Putin Turn The Screws On Zelensky
All Donald Trump wants in Ukraine is a “win-win scenario.” That’s according to Karoline Leavitt,
Fed Doves Get Nothing As US Economy Seen ‘Buoyant’
“Relatively buoyant.” That’s the US economy, according to S&P Global, which on Friday released preliminary
McElligott On Nvidia And The Santa Rally Check List
Nvidia did “the Atlas thing,” Nomura’s Charlie McElligott said Thursday, as a still-nervous US equity
‘It’s Only A Buyer’s Market If You Can Afford To Buy’
Existing home sales in the US were — how should I put this? — very
Delayed Jobs Report Leaves December Fed Question Unanswered
The US economy added more than twice as many jobs as expected in September after
‘Everywhere, Everything, All At Once’: Nvidia Blows Away Estimates
Vive la révolution! Nvidia sold some chips last quarter. Quite a few of them, actually.
Fed Sounds Biased Against December Rate Cut
Pretty much the only thing everyone agreed on at last month’s FOMC meeting was that
Trump Nixes October Jobs Report
Oh, good: A teachable moment for a political scientist in a room full of macro-market
Save The Buybacks!
How important are buybacks? That’s a rhetorical question. The answer, qualitatively, is “very.” If you
Forlorn US Housing Can’t Catch A Damn Break
They’re, um, still struggling to buy the homes. “They” is any American who wants a
Wall Street’s Most Famous Bear Suggests This Time’s Different
This time’s different. Don’t get testy with me. I didn’t say it. Rather, it was
AI Bubble Tail Risk Rises Sharply Among Fund Managers
It feels like this should go without saying by now, which is why I relegated
Mike Wilson, Uber-Bull?
For the better part of three years, Morgan Stanley’s Mike Wilson insisted the US economy
Capex And Clickbait
You’ve all seen the chart right? The one about fund managers and capex? If not,
McElligott On Stock Churn: ‘Relax’
“Relax, it’s just PNL protection.” That’s what Nomura’s Charlie McElligott had to say Tuesday about
US Private Sector Is Still Losing Jobs
I feel like I should introduce this brief update with a reminder: We’re getting weekly
Lowest Cash Levels On Record Shout ‘Sell!’
Late last week, while previewing the November edition of his global fund manager survey, BofA’s
Back-From-The-Dead Bonds Are Finally Beating Cash
Don’t look now, but US Treasurys are on track for their best year since 2020.
Are C-Suite AI Bulls All Hat And No Cattle?
Nearly two-thirds of S&P 500 companies mentioned AI during their Q3 quarterly analyst calls. Around
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