DOGE? Really?
I try to be generous, really I do. But in the face of what I
The Simple Case For Gold And Oil In 2025
Gold, who needs it? You, maybe! And depending. “US policy uncertainty and recent consolidation provide
Red-Lining
America has a builder president again. So, naturally, builder sentiment improved in November. If you’ve
Stocks May Fall, Could Rise In 2025: Wall Street
Next year may be defined by a “potential higher likelihood of uncertainty.” That’s according to
Bonds Need The Deets
Stocks may have a bond problem. Let’s take a quick step back. On the eve
How AI Destroys Humanity: An Interview With ChatGPT
As regular readers are aware, I began experimenting with OpenAI’s image generation platform DALL-E in
A Letter To Trump Voters From An Overeducated Liberal
Since Donald Trump easily beat Kamala Harris to secure a second term in The White
Buy America, Dammit!
Buy America. Wait, let me try again: BUY AMERICA! Boy oh boy, they were buying
Chinese Consumers Show Signs Of Life, But It Ain’t ‘Common Prosperity’
I’m pretty unforgiving by now when it comes to face-value assessments of monthly macro releases
(Shopping) Bag Holders
The last macro update of the week from the world’s largest economy beat on the
A Calm Rally Is A Better Rally
Everyone loves a good, rollicking crash-up, but lest we should forget in our zeal to
There’s A Storm Coming, Jay
Jerome Powell stood up in front of some people and read from a script on
Trump Has Tightrope To Walk On Growth-Inflation Mix
Whatever the models say and irrespective of the long run dot (which has at least
No ‘Guts,’ No Glory
Data. Who needs it? Not America’s data-dependent monetary authority, that’s for sure. Just ask this
Save Us, Don!
“Voters aren’t stupid.” So said SocGen’s Albert Edwards on Thursday. I can’t speak for voters
Who Dares Short Musk, The Great And Powerful?
The only person who can compete with Donald Trump for space above the digital fold
‘Welcome Back’
Donald Trump’s otherwise unstoppable MAGA machine suffered a (for-now-small) setback on Wednesday, when Senate Republicans
Charge It To The Game
If you were curious, Americans had nearly $1.2 trillion in credit card debt as of
For Pete’s Sake
It takes a certain kind of courage to volunteer yourself for war. It also takes
Core Inflation Stuck As Fed Leaves Job Unfinished
Underlying inflation in the US ran warm again in October, this week’s marquee macro release
Is The Stock Rally Overcooked?
Is the rally overcooked? I don’t know, but that question surely is. I’ve used it
Elon’s World
If you’re old enough to remember the “stimmy” go-go days of 2021, you may recall
Fed Consumer Poll Paints Upbeat Picture
The New York Fed released its consumer expectations report on Tuesday. Who’s excited?! These releases
Don’t Be Crazy
“Don’t be crazy.” You’re already hearing the exhortations to Donald Trump. I didn’t see “crazy”
Hedges Roasting On An Open Fire
“A smoldering pile of ash.” That’s your puts, may they rest in peace. Over the
A Rich Country
Valuations. Get ’em while they’re rich. It’s like the old adage says: Buy high, sell
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