McElligott Offers Nuanced Explanation For Macro ‘Green Shoots’
Mind the capex pull-forward effect. That was one message from Nomura’s Charlie McElligott who, in
Now Hiring. Or At Least Not Firing
The overall US hiring impulse was the strongest in eight months in December, a private-sector
Layoffs Soar, Hiring Plunges In Year One Of American ‘Golden Age’
I’ll start with the good news. Job cuts halved in the US last month versus
Trump Moves To Ban Private Equity From Housing Market
“I thought you were my friend!” shouted the private equity baron to the real estate
America’s ‘Jobs-Jobless’ Ratio Tumbles To Lowest Since 2021
If you were curious, job openings across the world’s largest economy plunged in November, a
Grand Theft Nautical: US Seizes Fugitive Ship Protected By Russian Sub
Donald Trump’s running the world like he’s playing Grand Theft Auto, which is hilarious. And
US Services Sector Heats Up As New Orders Soar
The US services sector’s doing just fine, thank you very much. On the heels of
Gimmie The Loot: Trump Hits Maduro Regime For $2.8 Billion
On January 3, one of The White House’s multiple official social media accounts posted a
Private Hiring Stabilizes In America
Good news: Overall private sector hiring in the US rebounded late last year as small
The Faustian Bargain For Venezuela’s Oil
The most important consideration when evaluating a given country for investment is the rule of
As Iran Protests Escalate, Khamenei Plans Escape Route To Moscow
“This is the big one. You hear that Bashar? I’m coming to join you!” Hold
Miran Previews Trump’s Fed Reboot, Calls For Huge 2026 Rate Cut
Gotta get those rates lower. That was the (familiar) refrain from Trump surrogate Stephen Miran,
Trump’s ‘Law Of The Strongest’
Just before noon on Monday, which is to say just before Nicolas Maduro was arraigned
‘I Am A Prisoner Of War’: Maduro Pleads Not Guilty
“Ok, first thing’s first: Who the hell are you and what are you doing here
The Many Paradoxes Of The Top 10 Stocks
As discussed here last week in “US Equity Market Dominance Belies Historic Underperformance,” global shares
As Maduro Heads To Court, Palace Coup Questions Linger
Nicolas Maduro and his wife, Cilia Flores, had a date on Monday. At a federal
In American Manufacturing, It’s ‘Cold And Bleak’
The first of this week’s top-tier US macro data suggested America’s factories remained mired in
Weekly: Betting On Delcy Rodriguez
Nicolas Maduro could be hanging out in Turkey right now living the good life under
Macro Vs. Maduro: US Jobs Data Overshadowed By Geopolitics
This week’s news flow will be heavy on geopolitics for obvious reasons, but there’s quite
The Noriega Analogue
On September 28, 2024, I published an ad hoc Monthly Letter to account for “the
Trump On Venezuela: ‘We Are Going To Run The Country’
“This is big stuff,” an exhausted, bedraggled-looking Donald Trump began on Saturday, detailing a brazen
In Maduro Capture, Trump Takes History Into His Own Hands
Well, he did it: Donald Trump deposed Nicolas Maduro in Venezuela. In a spectacularly brazen
US Equity Market Dominance Belies Historic Underperformance
Much as the geopolitical narrative unavoidably turns on the vagaries of Donald Trump’s mercurial policymaking,
Trump Says America To ‘Rescue’ Protesters If Iran Shoots Them
Iran better not “shots” anybody. That’s a direct quote from the leader of the free
As Musk Loses EV Crown, Remember: Tesla’s More Than Cars
Don’t say they didn’t warn you. Four days on from a “highly unusual” decision to
2026 Kicks Off With AI News Frenzy Out Of Asia
New year, same theme: It’s all about AI. Asian tech shares were aggressively bid Friday
Iran Protests Turn Deadly On Sixth Anniversary Of Soleimani Assassination
It was just a matter of time. Iranian state security forces killed at least two
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