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Featured

Trump Raises Specter Of Constitutional Crisis Over Tariff Refund

November 10, 2025November 10, 2025
  • How To Be A Contrarian

    November 10, 2025November 10, 2025
  • Why Trump’s Supreme Court Tariff Case Is ‘Too Big To Lose’

    November 10, 2025November 10, 2025
  • Democrats Were Tired Of Winning

    November 10, 2025November 10, 2025

Markets

Leveraged Buildout

November 7, 2025November 10, 2025
  • Should Taxpayers Preemptively Bail Out OpenAI?

    November 6, 2025November 8, 2025
  • BoE Gambles On Inflation Ebb With Dovish Pivot

    November 6, 2025November 7, 2025
  • Treasury Tweaks Coupon Auction Guidance First Time Since Yellen

    November 5, 2025November 6, 2025
  • The Underappreciated Impact Of Leveraged Stock ETFs

    November 4, 2025November 5, 2025

economy

A Private Sector Solution

November 9, 2025November 10, 2025
  • Chinese Deflation Eases On Holiday Effect, But Crisis Far From Over

    November 9, 2025November 10, 2025
  • Trump Gets God-Awful Read On Consumer Sentiment

    November 7, 2025November 9, 2025
  • Xi Jinping’s Export Machine Slams Into Reverse

    November 7, 2025November 9, 2025
  • US Economy Lost Jobs In October, Alternative Facts Suggest

    November 6, 2025November 7, 2025

Duly Noted+

Tech Downside Likely Amplified By Leveraged Stock ETFs

November 7, 2025November 7, 2025

In US Housing, Turnover’s Never Been Lower

November 4, 2025November 4, 2025

Geopolitics

Zohran Mamdani’s Not Crazy, The Rest Of Us Are

November 5, 2025November 6, 2025

36 Days

November 4, 2025November 5, 2025

War With Venezuela Has Nothing To Do With Cocaine

October 31, 2025November 2, 2025

Syrian Rebels Say Iran, Russia Already Breaking Aleppo Cease Fire As Civilians Attempt To Flee

December 14, 2016

Well, who could have predicted this? Just hours after a cease-fire was set to go

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1 Comment on Syrian Rebels Say Iran, Russia Already Breaking Aleppo Cease Fire As Civilians Attempt To Flee

The Fed Can’t “Err Dovish”

December 14, 2016

For those of us who just can’t get enough when it comes to analysis of

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Entire 2016 Election Wins “Lie Of The Year”

December 13, 2016

Well, the results are in for Politifact’s Readers’ Poll “Lie of the Year”, a competition

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1 Comment on Entire 2016 Election Wins “Lie Of The Year”

Goldman’s Guide To Investing In 2017

December 13, 2016

Over the course of the last week, I’ve brought you Goldman’s top trades and top

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Won’t Take Much To Shift Fed Dots, UBS Says

December 13, 2016

Well, all eyes are on the Fed tomorrow, but by all accounts there’s really no

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1 Comment on Won’t Take Much To Shift Fed Dots, UBS Says

UN Accuses Russia, Assad Of “Wanton Slaughter” In Syria’s Aleppo

December 13, 2016December 14, 2016

A couple of days ago, I noted that there were rumors of a cease fire

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Oil Market To Slip Into Deficit With Cuts, IEA Swears

December 13, 2016

Ok, so everyone knows to be skeptical about the OPEC/non-OPEC production cuts, right? I mean

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oil, OPECLeave a Comment on Oil Market To Slip Into Deficit With Cuts, IEA Swears

Hallelujah: Market Forecasts Converge With Fed Outlook

December 12, 2016

In case you haven’t noticed by now, Trump’s election and subsequent nod to fiscal stimulus

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1 Comment on Hallelujah: Market Forecasts Converge With Fed Outlook

Daily Summary

December 12, 2016December 12, 2016

For those who might have missed a beat or two today, here’s Bloomberg with everything

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SocGen Previews Today’s Key 10Y Auction

December 12, 2016

As I highlighted this morning in the latest from Bloomberg’s Richard Breslow, this is an

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Jack Bogle: Beware The Meteoric Rise Of ETFs

December 12, 2016

You know, ETFs aren’t as safe as they may seem. This became readily apparent in

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2 Comments on Jack Bogle: Beware The Meteoric Rise Of ETFs

A Quick Look At Monday’s Headlines

December 12, 2016

Here’s a quick look at some of today’s important headlines via Bloomberg: European, Asian stocks

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OPEC Deal “Short-Term” Cut, Goldman Says

December 12, 2016

Were you holding your breath to find out what Goldman thinks about the prospects for

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oil, OPECLeave a Comment on OPEC Deal “Short-Term” Cut, Goldman Says

Russia To Let Syrian Rebels Flee Aleppo “Honorably”, Reuters Reports

December 12, 2016

Well this is rich. A day or so after swearing that the Russian contingent wouldn’t

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Chinese Yuan Becomes 8th Most Traded Currency In The World

December 11, 2016

Earlier today, I brought you the latest from the BIS, the central bank for central

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Presenting Goldman’s “Top 10 Themes For 2017”

December 11, 2016

On Saturday, I brought you Goldman’s “Top 10 Picks For 2017,” ten trade ideas which

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The Central Bank For Central Banks Weighs In On Trump

December 11, 2016

The BIS, the central bank for central banks whose board is comprised of the worlds

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“Active Re-leveraging”

December 11, 2016December 11, 2016

Ok so this is interesting. One would think, given the experience of the beleaguered US

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Previewing Next Week’s FOMC Statement

December 10, 2016

Ok so Goldman has a preview (or three) out re: next week’s Fed meeting which

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1 Comment on Previewing Next Week’s FOMC Statement

An Inauspicious Sign From Global Trade

December 10, 2016

One of the data points I’ve been warning about for sometime now is the relationship

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1 Comment on An Inauspicious Sign From Global Trade

US Wants “Big Magnanimous” Gestures From Russia On Syria (Don’t Hold Your Breath)

December 10, 2016

So last night, I recommended readers turn a skeptical eye towards all of those “alt.

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9 Comments on US Wants “Big Magnanimous” Gestures From Russia On Syria (Don’t Hold Your Breath)

Goldman’s Top Trades For 2017

December 10, 2016

Whether you think of the Vampire Squid as a prophetic cephalopod or a solid contrarian

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A Look Ahead To Fed Week

December 9, 2016

From Deutsche Bank’s resident weatherman Joseph LaVorgna: As we have repeatedly warned, much of the

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Reflation Trade Continues As Yields Climb, Bond Rout Intensifies

December 9, 2016

Well, the reflation trade (see here for more) marches on as the 10-year tacked on

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1 Comment on Reflation Trade Continues As Yields Climb, Bond Rout Intensifies

It’s Time To Stop Painting Russia As Syria’s Liberator

December 9, 2016

“Syria is now a kaleidoscope of fiefdoms.” That’s from FT, assessing the state of affairs

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Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push

December 9, 2016October 12, 2021

Do you believe in miracles? Apparently somebody does, which is why we’re seeing record after

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1 Comment on Reflation Nation: “Righting” The Wrongs With A Single, Enduring Populist Push

On Fake News

December 9, 2016December 12, 2016

Perhaps it’s the fact that a near-death experience has stripped me of any vestiges of

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3 Comments on On Fake News

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Monthly Letter+

  • Eternity

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Monthly Letters

Eternity

October 30, 2025October 30, 2025

Doomscroll

September 29, 2025September 29, 2025

Hope: A Novelette

August 13, 2025August 13, 2025

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