Trump Likes Chances In $230 Million Settlement Claim Against Himself
Donald Trump’s allegedly demanding the Justice Department he now controls write him a check —
Gold Rally Finally Collapses Under Its Own Weight
Earlier this month, when spot gold first cleared $4,000, I gently suggested it was time
Vol Supply Wave Smothered Nascent Stock Selloff
This’ll be a little esoteric for some readers, but that’s ok: Esoterica’s part of the
Glass Ceilings, Iron Ladies
We’re witnessing “a new dawn for Japanese policymaking.” So said Fumitake Fujita of the Japan
Much Ado About Idiosyncratic Nothings
I hate to say “I told you so,” but you have to be careful with
Leave The Buybacks, Take The Capex
Buybacks or capex? Cue the knight from The Last Crusade: “You must choose. But choose
The Risks Of Trump’s Brazen Latin America Policy
Late last year, following Donald Trump’s reelection, a piece in Foreign Affairs predicted an end
China Posts Small GDP Beat, But Retail Sales Abysmal
China barely kept up appearances in the third quarter amid lackluster domestic demand and what
Dozens Killed As Gaza Ceasefire Teeters
The Trump administration’s Gaza ceasefire lasted less than a week. More than a dozen Palestinians
Return Of The Number Crunchers
As you might’ve heard, the Trump administration’s recalling a handful of furloughed BLS statisticians this
Weekly: Of Roaches And Mini-Crises
Everybody can’t be me, and in a lot of respects that’s a blessing for humanity.
Rich But Not Crazy
Rich but not crazy. That’s global equities. Bubble coverage took a backseat to cockroach coverage
When Rackets Fail
If you’re going to make a living — any kind of living — on threats,
Depressed And Bullish
Never mind what they say, watch what they do. You could argue that’s the right
It Must Be A God
Gold. It’s shiny and it looks like the sun. It must be a god. In
Roach Panic
Goddammit, here we go. There’s nothing I despise more as a chronicler of daily macro-market
No, Poor Americans Aren’t Rich Now
I don’t want to be too abrasive about this, but it needs to be said
What’s Next For Gaza (Nothing Good!)
“They’re going to disarm. If they don’t disarm, we’ll disarm them.” (Narrator: They’re not going
Hope Floats For America’s Forlorn Homebuilders
The homebuilders are feeling better. With the caveat that “better” is even more of a
‘You Can’t Do This In A Nation Of Laws’
“You can’t do this in a nation of laws.” Said everyone who’s so far failed
Maoist Malaise
The thing that’s great about strict autocracies is… well, nothing. Nothing’s great about uncompromising authoritarianism,
Yes, Scott, Trump’s Scared Of The Stock Market
The Trump administration’s not going to let a stock market decline get in the way
Morgan Stanley Wins Stock-Trading Bragging Rights With 35% Surge
Morgan Stanley’s supposed to shine in stock trading. It’s tradition. But like the Winter Hill
Boring BofA Just Had A Really Good Quarter
“Revenues grew at a much faster rate than expenses,” Brian Moynihan said Wednesday morning, in
Risk Taking And Sell Signals
Strange as this sounds, a fixture of the equity melt-up to a succession of new
You Buy Bubbles, You Don’t Short Them
This isn’t investment advice, but for the hundred millionth time: You don’t short bubbles, you
Shipping Problems
“Don’t worry about China. It will all be fine!” That joke probably isn’t going to
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