Weekly: Scott Bessent Was Lucky
In prepared remarks for this year’s Treausury Market Conference (it’s an annual event co-hosted by
Goodbye November, Hello December
November was supposed to be a decent month for US equities. It wasn’t. However Friday’s
‘Just Forget It’: US Home Sellers Are Giving Up
You know what? Forget it. That’s what scores of American home sellers said in September,
Nation Of Immigrants Institutes ‘Reverse Migration’
A country of immigrants whose unofficial mascot beseeches the world to, “Give me your tired,
Despite 2025 Rally, Bonds Haunted By Shifting Buyer Base
When it comes to sovereign bond yields, popular discourse tends to turn on supply for
Trump’s Inflation Problem Is Getting Worse
This month, US households delivered successive damning indictments of the US economy. Both the University
Spare A Thought For America’s Impoverished Retail Workers
As Black Friday approaches and America enters the holiday shopping season, spare a thought for
Steve, Vlad And Don
No one should need “coaching” on how to deal with Donald Trump. As capricious as
What Layoffs?
Don’t look now — seriously, don’t, because it’s immaterial to pretty much everything including and
Google’s Awake
Nothing to see here, folks. Nvidia’s still light years ahead of the competition and Jensen
Consumer Confidence Collapses Second-Most In Four Years
Consumer confidence among American households crumbled in November, according to a highly unfortunate read on
More Bad Jobs Data Puts Fed Doves In Charge
“Curtailed.” That’s job creation among private sector employers in the US, and that’s not my
Meanwhile, In US Housing…
Good news, although I realize most of you aren’t here for that. Contract activity in
Spending Tepid, Wholesale Prices Mixed In Delayed US Data
Retail sales in the US rose at just half the expected pace in September, and
$4 Trillion Doomed To Underperform
It’s hard to beat a benchmark when you’re condemned to be underweight the names driving
Weltschmerz (It’s Lonely Being A Real Bear)
Everyone’s always looking for bear market canaries, crash harbingers and bad omens more generally. I
Google Comes For Everybody
The “Google’s winning” narrative has some real traction all of a sudden. Maybe you noticed.
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
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