Canaries And Eye Candy From Inside The AI Bubble
How crucial are AI investment and AI-enabled cloud services to overall corporate profit growth in
In US Housing, A Faint Pulse. But That’s It.
Well whaddya know, the resale US housing market evidenced a pulse in Tuesday’s update on
Peace Through Fire And Fury
“Have you said ‘thank you’ once?” to quote America’s humble, Appalachia-raised, blue-collar vice president, who
Iran War ‘Very Complete.’ ‘Pretty Much’
Blink and you missed it. Hope you bought the dip. “I think the war is
Remember AI?
Remember AI and all the attendant debates and dramas? There was the capex question and
Where’s The Iran War Stock Crash?
“Stocks should be down more.” That’s something you might’ve heard in this week’s earliest US
‘Only Fools’
When things get chaotic — when down is up, white is black and day is
With Mojtaba Khamenei, The Revolution Becomes What It Overthrew
The Revolution overthrew a hereditary monarchy. 47 years later, it became one. Early Monday, Iran’s
The Sun Grew Black As Sackcloth, The Moon Became Like Blood
Israel and, at least by association, the US, are now targeting Iran’s civilian infrastructure. Dark
Traders Get Inflation Double-Header In Fog Of War
It’s inflation week in the US. If you ask me, risks around updates on the
Weekly: Déjà Vu
2022 called. It wants its geostrategic macro zeitgeist back. If you felt the discomfiting twinge
This Could Get Ugly…
Earlier this week, while editorializing around Donald Trump’s ad hoc announcement that the US government’s
US Spending Impulse Loses Momentum
Although a bit of an afterthought on a day when oil shocks and job losses
Terrible Jobs Report Piles More Pressure On White House
Somebody’s fired, and I don’t just mean the 92,000 people who fell off a payroll
Oil Soars Most Since Ukraine Invasion As Iran War Spirals
Donald Trump has a real mess on his hands, not to mention a lot of
A Bloody Mess
“This is not our war. This is a war of choice by the United States.”
In US Housing, Sixes Now Outnumber Threes
One of the biggest supply-side impediments to a US housing market thaw is the so-called
A Productivity Renaissance, But At What Cost?
There are two ways you might frame preliminary productivity and cost data released on Thursday
US Economy Lost Jobs Last Month, Alternative Facts Say
If you ask Revelio Labs, the US economy lost jobs last month. I’d suggest the
Layoff Pace Slows In America, But War Fog Clouds Outlook
After a staggering spike to start the new year, job cuts across the US economy
You Sank My Battleship!
Pete Hegseth seems like the kind of guy who keeps a bucket list. If he
Goldilocks Makes Surprise Cameo In US Services Sector
The US services sector’s heating up. That was the message on Wednesday from a barnburner
White-Collar Job Losses Approach Quarter Million In 10 Months
Humans aren’t completely redundant just yet. Only those with skills who wear ties to work.
The World’s Biggest Stock Bubble Just Burst
Last week, before the bombs started falling in Iran, I warned on the possibility of
Dire Strait
On Tuesday, the ubiquitous “people familiar with the matter” told the Western financial press that
What We Just Learned About The Dollar
If the question was whether the dollar retains its haven appeal in times of acute
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