War Resumes As US, Iran Trade Strikes
The war’s back on. The IRGC on Wednesday struck US military installations in Bahrain and
Semis At Cliff’s Edge
In the wake of Samsung’s earnings report and, cutting to the chase, a selloff in
The Silver Lining
I’m beating the “latent semi selloff” drum pretty hard. I promise I’m not short. Seriously.
The Problem With Secret Weapons
If you were so inclined, you could draw a parallel between Donald Trump’s efforts, in
When An 1,800% Profit Increase Isn’t Enough
I’m not sure what would’ve counted as “good enough” from Samsung’s closely-watched quarterly report on
Sell The Semis, Buy The Hyper-Scalers?
“Wiiiilsooon!” That’s the only part of Cast Away I know. I’m not a Tom Hanks
Decent Service
Anyone unlucky (or junior) enough to be chained to a Bloomie the day after a
Mr. Market’s A Boring Guy
On summer days, the inherently repetitive nature of my hobby-job feels more oppressive than it
Board Games
Donald Trump still wants to commandeer the Fed board. In other words: The Supreme Court’s
Kevin’s Minutes
To say the macro docket’s limited in the new week would be an understatement. In
Revolutions
America celebrated its sestercentennial on Saturday, when millions of latent cardiac events shaped like spinning
Hell Or High Fashion
Sixth sense (the iconoclast) Casey’s an assistant manager at a supermarket chain in semi-rural
The Cost Of Leverage
I like to kick off articles with a question, and there’s no question I enjoy
Booms, Bonanzas And The iShock
Early last month, I spent a few minutes editorializing around the historical relationship between capex
Questions Abound. Task Force Needed.
What’s going on with the US labor market? Nobody knows. Not really, anyway. Thursday’s underwhelming
Fed Doves Get Big Break As US Labor Market Downshifts
If Kevin Warsh wants to avoid “killing success,” as Donald Trump put it, by raising
Tesla Sold Some Cars
Does anybody care about Tesla deliveries anymore? I suspect this metric’s like Netflix paid subscriber
Metareflexive
I guess I’m a little confused. I hear every day that demand for compute’s insatiable
US Factory Recovery Rolls On. Stagflation Abates
53.3. That’s my IQ after spending 15 minutes on Wednesday scrolling through Donald Trump’s TruthSocial
US Private-Sector Hiring Cools At The Margins
Private-sector employers in the US added fewer jobs than economists collectively anticipated in June, Wednesday’s
AI Job Replacement Escalates Even As Overall Layoffs Slow
Announced job cuts slowed sharply in June from the prior month, consistent with the typical
John Roberts Saves The Babies
I hesitate to weigh in on Tuesday’s SCOTUS decision upholding birthright citizenship in America. And
Jobs, What Jobs?
“Whatever could be wrong?” the pollster inquired, of the downcast American head of household. A
America’s ‘Jobs-To-Jobless’ Ratio Hits 16-Month High
There were no fireworks from the BLS’s monthly update on job openings across the US
Push It To The Limit
Vibe check: 80s coke parties in Miami. Or tech stocks 1999. Those are basically the
Supreme Court Pretends To Protect Fed
Let’s get real: If the Supreme Court were serious about safeguarding Fed independence, they wouldn’t
How Important Is Micron?
How important is Micron? That depends on the context for the question, but currently, the
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