The Crash Everyone Saw Coming
The ubiquity of AI bubble narratives and, more to the point, the incisiveness with which
Local Short-Seller Deregisters Fund. Tomatoes Thrown
Michael Burry hasn’t been “in sync with the markets” for quite “some time.” That’s according
The US Government’s Open Again
Well, the US government’s open again, so that’s good. We should be thankful, I guess.
No Data For You!
The thing I like about Karoline Leavitt is… well, nothing. I don’t like anything about
Bostic Peaces Out
I guess Bill Pulte found clerical errors in Raphael Bostic’s mortgage paperwork too. Or maybe
Let’s Talk Housing. And Trump’s 50-Year Mortgages.
Purchase activity perked up in US housing over the last week. That’s good news from
Big-Tech > US Government
One under-appreciated aspect of what’s quickly becoming the grandest market debate of our time —
Not Hiring
Breaking news: The US labor market’s slowing. A dearth of tradable narratives during Tuesday’s bond
Michael Burry, The Hyper-Scalers And A $176 Billion ‘Fraud’
I’m avowedly not a Michael Burry fan. Most of you know that. He’s crazy, and
A Word On CoreWeave…
If you’re not familiar with CoreWeave by now, you need to remedy that situation posthaste,
Trump Raises Specter Of Constitutional Crisis Over Tariff Refund
You gotta hand it to him. I don’t know what “it” is on some days,
How To Be A Contrarian
Do you fancy yourself a contrarian? Of course you do. Just like everyone else who
Why Trump’s Supreme Court Tariff Case Is ‘Too Big To Lose’
Donald Trump’s tariff regime or, getting straight to the point, pending litigation against the levies,
Democrats Were Tired Of Winning
Democrats were, I think, “winning” the US government shutdown. But they got tired of it.
A Private Sector Solution
Investors and policymakers will miss a second update on consumer price growth in the US
Chinese Deflation Eases On Holiday Effect, But Crisis Far From Over
The good news is, deflation in China eased last month. The bad news (or the
Weekly: Is Trump The Dog Who Caught The Car?
A year on from Donald Trump’s reelection, the president who promised a “new golden age”
Tech Downside Likely Amplified By Leveraged Stock ETFs
Earlier this week, I highlighted (or re-highlighted is more apt given the number of times
Leveraged Buildout
Last weekend, I noted that it’s not realistic to expect America’s largest hyper-scalers to fund
Trump Gets God-Awful Read On Consumer Sentiment
Donald Trump and the personality cult that is the Republican party need to be careful:
Xi Jinping’s Export Machine Slams Into Reverse
And just like that, the only reliable pillar supporting the Chinese growth impulse looks wobbly.
Should Taxpayers Preemptively Bail Out OpenAI?
We’ve come too far, there’s too much to lose! — Frank Ricard As questions mount
US Economy Lost Jobs In October, Alternative Facts Suggest
If you’ve never heard of the Revelio Public Labor Statistics, don’t worry: The data wasn’t
BoE Gambles On Inflation Ebb With Dovish Pivot
Bank of England policy decisions are comedic these days. I’m not sure I’ve ever seen
Bleak Report Shows US Job Cuts Soaring, Hiring Plans Plunging
Job cuts. They’re happening in America. Lots of them by appearances. The monthly Challenger, Gray
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