Rise Of The Primitive Society Of The Future
[Editor’s note: The following is a new commentary from Notes From Disgraceland. It touches on
The Astounding Decline Of The Affordable American Home. And What It Means
10 years ago, roughly half of homes for sale in America were affordable for a
It’s Time To Stop Making Excuses For Genocide
In an AP photo attributed to Fatima Shbair, a bulldozer pushes the bodies of Palestinians
Fed May Mothball ‘Hot Topic’ Bank Backstop In March
The curtain will probably close in a few months on the bank backstop the Fed
S&P Poised For New Record As 2024 Beckons
US equities are overbought, or close to it. But that doesn’t mean much in isolation.
As Xi Marks Mao’s Birthday, China’s Stocks Are Worst In The World
What can you say about Chinese equities that hasn’t already been said about Gaza? They’re
Temperature Rises As IRGC’s Mousavi Assassinated, US Hits Kataib Hezbollah
War, war go away, come again… well, not another day, ideally. Headlines the day after
US Home Prices Posted Largest Increase Of 2023 Before Rates Plunged
US home prices rose nearly 5% in October from the same month a year ago,
Buy Now, Pray Later
The Christian world came to a halt on Monday when, in keeping with tradition, families
‘Just Darkness’
“This moment is a test,” Isaac Herzog said, appealing to the Israeli public during a
Bitter Bears Look To 2024 After Frustrating Year
There’s still a week left, but we can confidently speak about 2023 in the past
War Risk Top Of Mind As Shipping Lanes Become ‘No-Go’ Zones
The Red Sea won’t become a “no-go area.” That’s according to UK Defense Secretary Grant
Is Putin Secretly Tired Of The War?
Last week, during his annual ask-me-anything-a-thon, Vladimir Putin was as brash and defiant as ever.
Good Tidings, Dour Musings
Wry chuckles and sardonic smirks aside, investors had a lot to smile about headed into
Behold: The Free Money Fed Arb
Every week, on Thursday evenings, I pen an update on money market fund flows, RRP
Victory. With Tragic Caveats
If Jerome Powell made a Christmas list, it’s safe to say a benign read on
New US Home Sales Unexpectedly Dive As Housing Roller Coaster Continues
New US home sales tumbled in November, according to volatile data released ahead of the
Xi Triggers Brutal Wipeout For Tencent With Shock Curbs
Xi Jinping just can’t help himself. On Friday, Chinese regulators blindsided markets with a raft
Money Funds See Second Week Of Outflows. Fed Backstop Borrowing Jumps
Don’t look now, but money market funds just a saw a second straight weekly outflow.
A Famous Deflationist On What’s Next For Bonds
Remember when US Treasurys were on track for an unprecedented third consecutive annual decline? I
Albert Edwards Says Tech ‘Market Cap Bubble’ Is Biggest 2024 Risk
SocGen’s Albert Edwards has some concerns going into 2024. If you’re looking for rosy outlooks
Cold War Reminders
Remember “Tariff Man?” He was Donald Trump’s macro superhero alter ego. Tariff Man’s superpower was…
A Merry Revision For The Fed
The BEA on Thursday provided the Fed with more evidence to justify this month’s dovish
About The December 20 0DTE Mini-‘Crash’
Did you hear? The stock rally died mid-week. If it has a Lazarus moment, don’t
Colossal Bond Rally Has Wall Street Grasping At Straws
If the seven-week stock rally put Wall Street’s more bearish top-down equity strategists behind the
A Complete Rundown Of Wall Street’s 2024 S&P Targets
On the heels of a remarkable seven-week run for equities and amid what’s setting up
Disqualified
You can’t be President of the United States if, at any point previous, you fomented
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