Market Derelict On Oil Inflation Risk, Albert Edwards Says
If you ask the sell-side’s most famous bear, the bond market’s insufficiently attentive to inflation
‘The Caravan Of Martyrs’
Apples and trees. The former don’t generally land too far afield of the latter. Mojtaba
The Tankers Are On Fire
The front pages were ablaze Thursday with video of burning tankers off the coast of
Two Crazy Charts And A Wildly Bullish Backtest
Wanna see something crazy?! When it’s me asking, you can safely answer in the emphatic
Mines And Mischief
The regime in Tehran’s good at three things. Network-building (through proxy cultivation, influence-buying and opportunistic
Priced For Chaos When Nothing Ever Happens
Earlier this week, in “Where’s The Iran War Stock Crash?,” I highlighted the disparity between,
Cool Inflation Report Is Old News In Hot War
Wednesday’s US inflation update from the outfit formerly known as the world’s preeminent statistical organization
Will Oracle’s Cloud Growth Stanch The Bleeding?
In the normal course of things, I wouldn’t dedicate special coverage to Oracle’s earnings release.
Canaries And Eye Candy From Inside The AI Bubble
How crucial are AI investment and AI-enabled cloud services to overall corporate profit growth in
In US Housing, A Faint Pulse. But That’s It.
Well whaddya know, the resale US housing market evidenced a pulse in Tuesday’s update on
Peace Through Fire And Fury
“Have you said ‘thank you’ once?” to quote America’s humble, Appalachia-raised, blue-collar vice president, who
Iran War ‘Very Complete.’ ‘Pretty Much’
Blink and you missed it. Hope you bought the dip. “I think the war is
Remember AI?
Remember AI and all the attendant debates and dramas? There was the capex question and
Where’s The Iran War Stock Crash?
“Stocks should be down more.” That’s something you might’ve heard in this week’s earliest US
‘Only Fools’
When things get chaotic — when down is up, white is black and day is
With Mojtaba Khamenei, The Revolution Becomes What It Overthrew
The Revolution overthrew a hereditary monarchy. 47 years later, it became one. Early Monday, Iran’s
The Sun Grew Black As Sackcloth, The Moon Became Like Blood
Israel and, at least by association, the US, are now targeting Iran’s civilian infrastructure. Dark
Traders Get Inflation Double-Header In Fog Of War
It’s inflation week in the US. If you ask me, risks around updates on the
Weekly: Déjà Vu
2022 called. It wants its geostrategic macro zeitgeist back. If you felt the discomfiting twinge
This Could Get Ugly…
Earlier this week, while editorializing around Donald Trump’s ad hoc announcement that the US government’s
US Spending Impulse Loses Momentum
Although a bit of an afterthought on a day when oil shocks and job losses
Terrible Jobs Report Piles More Pressure On White House
Somebody’s fired, and I don’t just mean the 92,000 people who fell off a payroll
Oil Soars Most Since Ukraine Invasion As Iran War Spirals
Donald Trump has a real mess on his hands, not to mention a lot of
A Bloody Mess
“This is not our war. This is a war of choice by the United States.”
In US Housing, Sixes Now Outnumber Threes
One of the biggest supply-side impediments to a US housing market thaw is the so-called
A Productivity Renaissance, But At What Cost?
There are two ways you might frame preliminary productivity and cost data released on Thursday
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