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Featured

Jensen Got Honey-Trapped

November 8, 2026November 8, 2026
  • Rasputin Presiding

    November 8, 2026November 8, 2026
  • Inflation Week!

    November 8, 2026November 8, 2026
  • Weekly: Melodrama

    November 7, 2026November 7, 2026

Markets

‘Dem Fatale’ Crashes The AI Party

November 6, 2026November 8, 2026
  • On Wall Street: Crash And F’in’ Burn

    November 5, 2026November 7, 2026
  • Did Democrats Just Kill ‘New 60/40’?

    November 5, 2026November 6, 2026
  • Um, Excuse Me, But Your Chips Are Bleeding

    November 5, 2026November 6, 2026
  • Deus Ex Machina?

    November 4, 2026November 5, 2026

economy

Inflation Fatalism Has Set In

November 6, 2026November 8, 2026
  • Drunken Monkey Darts

    November 6, 2026November 8, 2026
  • ‘Tis The Season! For Temporary Fulfillment Jobs

    November 5, 2026November 6, 2026
  • Senseless Iran War Triggers BoE Hike, 5% Inflation Warning

    November 5, 2026November 5, 2026
  • Irrepressible

    November 4, 2026November 5, 2026

Geopolitics

Tsunami

November 4, 2026November 5, 2026

Let’s Talk Blue Waves

November 1, 2026November 2, 2026

Lagarde Versus Le Pen?

October 29, 2026October 30, 2026

Duly Noted

US Jobless Claims Chase History

November 5, 2026November 7, 2026

Tech Got No Love This Earnings Season

November 3, 2026November 8, 2026

The 100-Year Bull Market

November 28, 2017

“The longest run has been during the Roaring 20s, ending with the Great Depression.”

But that could soon be eclipsed.

Read More

7 Comments on The 100-Year Bull Market

Jack Bogle: ‘Avoid Bitcoin Like The Plague, Clear?’

November 28, 2017November 28, 2017

“Did I make myself clear?”

Read More

2 Comments on Jack Bogle: ‘Avoid Bitcoin Like The Plague, Clear?’

Of Morons And Missiles.

November 28, 2017November 28, 2017

If Monday was largely a bore outside of some overnight fireworks in Asia, Tuesday made up for it.

Read More

1 Comment on Of Morons And Missiles.

Last Call For Humanity? JPMorgan Says AI ‘Lacks Motivation’ To Make People Extinct

November 28, 2017November 28, 2017

“But as for a dystopian future where humans are no longer needed or somehow made extinct?”

Read More

1 Comment on Last Call For Humanity? JPMorgan Says AI ‘Lacks Motivation’ To Make People Extinct

Stocks Hit Record As Market Cheers Jerome Powell’s Anti-Regulation Leanings

November 28, 2017

“We’ve had eight years now of writing new rules and honestly I can’t really think of a place where we are lacking in an important rule.”

Read More

4 Comments on Stocks Hit Record As Market Cheers Jerome Powell’s Anti-Regulation Leanings

Bitcoin Vs. Dot-Com Bubble: You Are Here

November 28, 2017November 28, 2017

“All of my indicators would say that in terms of value creation we are about at the start of 1999.”

Read More

7 Comments on Bitcoin Vs. Dot-Com Bubble: You Are Here

North Korea Fires Ballistic Missile, USDJPY Erases Gain

November 28, 2017November 28, 2017

N. KOREA FIRES BALLISTIC MISSILE: YONHAP CITES S. KOREA JCS

Read More

1 Comment on North Korea Fires Ballistic Missile, USDJPY Erases Gain

The Last Time This Happened, The World Ended…

November 28, 2017November 28, 2017

“What do you mean, ‘we,’ Kemo Sabe?”

Read More

hedge funds1 Comment on The Last Time This Happened, The World Ended…

Bitcoin At $9,900: Korea PM Says It’s ‘Corrupting Youth’, Novogratz Sees $40K, Searches For Crypto On Credit Soar

November 28, 2017November 28, 2017

“If we let things continue, I feel some serious pathological phenomenons could occur.”

Read More

2 Comments on Bitcoin At $9,900: Korea PM Says It’s ‘Corrupting Youth’, Novogratz Sees $40K, Searches For Crypto On Credit Soar

Goldman Tells You What To Expect From The OPEC Meeting

November 27, 2017November 27, 2017

Uncertain outcomes…

Read More

oil, OPECLeave a Comment on Goldman Tells You What To Expect From The OPEC Meeting

Trump Is Losing His Mind: ‘Your Favorite President’ And The Navajo ‘Code Talkers’

November 27, 2017

“Your favorite President (me).”

Read More

3 Comments on Trump Is Losing His Mind: ‘Your Favorite President’ And The Navajo ‘Code Talkers’

Nothing Doing.

November 27, 2017November 27, 2017

Not exactly “exhilarating.”

Read More

oilLeave a Comment on Nothing Doing.

Why This Wind Down Is Different.

November 27, 2017November 27, 2017

Follow the red line…

Read More

1 Comment on Why This Wind Down Is Different.

Morgan Stanley Is Not Bullish Enough On The S&P For Your Tastes

November 27, 2017

“We would not be surprised if we reach [the year-end] target during 1H2018 and it marks the high for the year.”

Read More

Leave a Comment on Morgan Stanley Is Not Bullish Enough On The S&P For Your Tastes

The Fight For CFPB: English Sues, Warren Hits Back, Mulvaney Buys Donuts

November 27, 2017November 27, 2017

“…if the cop is pulled off the beat, then the profits from cheating people look far more attractive to the banking executives.”

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5 Comments on The Fight For CFPB: English Sues, Warren Hits Back, Mulvaney Buys Donuts

If Bitcoin Were A Country: Some Stats As We Close In On $10,000

November 27, 2017November 27, 2017

“Is it the Tamagotchi from 20 years ago?”

Read More

6 Comments on If Bitcoin Were A Country: Some Stats As We Close In On $10,000

‘It’s Worrying That One Report Can Do This’: Samsung Downgrade Triggers Foreign Exodus From Korea Shares

November 27, 2017November 27, 2017

That would be the biggest exodus of overseas money since August 11, in the immediate aftermath of “fire and fury.”

Read More

Leave a Comment on ‘It’s Worrying That One Report Can Do This’: Samsung Downgrade Triggers Foreign Exodus From Korea Shares

Monday, Bloody Monday: The Chinese Stock Selloff Is Back

November 27, 2017

Well, if you take your cues from China, it was an inauspicious start to the week.

Read More

3 Comments on Monday, Bloody Monday: The Chinese Stock Selloff Is Back

Leftovers: Full Week Ahead Preview

November 26, 2017November 26, 2017

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

Read More

oil, OPECLeave a Comment on Leftovers: Full Week Ahead Preview

Trump Doubles Down On Roy Moore, Castigates Ivanka For Supporting Victims

November 26, 2017

Meanwhile, another deeply disturbing anecdote has emerged from the West Wing.

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2 Comments on Trump Doubles Down On Roy Moore, Castigates Ivanka For Supporting Victims

Chasing The Elusive Riyal In Qatar

November 26, 2017November 26, 2017

Of crises, blockades, and discount riyals.

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1 Comment on Chasing The Elusive Riyal In Qatar

What’s Wrong With This Picture?

November 26, 2017November 26, 2017

“Whataboutism.”

Read More

3 Comments on What’s Wrong With This Picture?

Bonanza: Bitcoin Hits $9,200, Up 200% Since Jamie Dimon ‘Fraud’ Call

November 26, 2017November 26, 2017

Jamie never said it wouldn’t go to the moon. In fact, I bet his “target” price was higher than yours…

Read More

7 Comments on Bonanza: Bitcoin Hits $9,200, Up 2007 Since Jamie Dimon ‘Fraud’ Call

‘Total Disaster’: Legal Standoff Looms As Trump, Warren Trade Insults Over CFPB

November 25, 2017November 25, 2017

“This is unprecedented. I literally don’t know.”

Read More

5 Comments on ‘Total Disaster’: Legal Standoff Looms As Trump, Warren Trade Insults Over CFPB

Everything Must Go Or ‘The PancakeBot’ As #Extremecivilisation

November 25, 2017

“The promise of economic growth is that the poor can live like the rich and the rich can live like the oligarchs.”

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2 Comments on Everything Must Go Or ‘The PancakeBot’ As #Extremecivilisation

Bitcoin Explodes Through $8,700 To Record High: ‘Thanksgiving Table Discussion Was All About Bitcoin’

November 25, 2017November 25, 2017

“I suspect that pattern was repeated across tables everywhere.”

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12 Comments on Bitcoin Explodes Through $8,700 To Record High: ‘Thanksgiving Table Discussion Was All About Bitcoin’

‘They’re Gonna Have To Frisk Jared For A Wire’: Mueller Probing Flynn Role In Documentary

November 25, 2017November 25, 2017

“He said: ‘We don’t want anyone to know the Flynn Intel Group has anything to do with this.’ ”

Read More

9 Comments on ‘They’re Gonna Have To Frisk Jared For A Wire’: Mueller Probing Flynn Role In Documentary

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Monthly Letters

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October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

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