Nvidia Blows Away Estimates
The high drama around Nvidia’s Q4 report was amplified on Wednesday afternoon in the US
Nothing Doing: Lowest Rates Since 2022 Fail To Spur Home Sales
Boy, I’ll tell you what: US housing’s in a bad, bad way. I realize this
How ‘Doomers And Boomers’ Took Over US Equity Options
“Doomers and boomers.” That’s the US equity options space in a nutshell. The description comes
Albert Edwards Says AI Macro Doomsday Is ‘Here Right Now!’
SocGen’s Albert Edwards knows a thing or five about macroeconomic apocalypses, having predicted all of
On Citrini’s 2028 AI Dystopia
I used to wonder if the genius, multilingual Bulgarian provocateur who taught me the tricks
Citrini’s AI Dystopia Story In 10 Easy Macro Points
While painstakingly reviewing the dystopian near-future novella that destabilized markets early this week, I wrote,
Real US Home Values Are Still Shrinking
Real home values in America just shrank for a seventh consecutive month. “Just” isn’t quite
Lipstick On A Pig
Could’ve been worse. Seriously. It really could’ve been worse. One of this week’s only two
The US Stock Market’s Officially Too Big To Fail
Late last week, I called the US economy a Potemkin village and not for the
Cheap Stocks Are Going Extinct
Where can one find some cheap stocks? Put differently, where are the bargains in the
How Stocks Could Go From Selling Off To Melting Up
If investors can overcome the psychological albatross that is “pure tariff chaos” and assuming cold-hearted
The Tariff Ruling Isn’t About Tariffs
Donald Trump’s Customs and Border Protection agency said they’ll stop collecting trade duties implemented under
‘A Real Mess’: US Consumers, Trade Partners Face ‘Pure Tariff Chaos’
“To be very frank, it’s a real mess.” So said Itsunori Onodera during an interview
Funds Who Bet Against Trump’s Tariffs Face Stark Choice
On Friday, while regaling reporters following the unfavorable Supreme Court ruling which crumbled a key
Weekly: Is Blue Owl The Private Credit Canary?
Four months ago, when a couple of bankruptcies in the auto sector riled regional lenders
Trump Castigates Supreme Court, Promises Even Higher Tariffs
Donald Trump on Friday presided over an irritable, rambling press conference after the Supreme Court
Trump’s Tariff Emergency Gets Thumbs Down From SCOTUS
Illegal. That’s Donald Trump’s tariffs. At least when levied under The International Emergency Economic Powers
Inflation’s Back In America. Not That It Ever Left
Inflation’s not tamed in America. The Fed knows it. Minutes from the January FOMC meeting,
Government Dysfunction Torpedoes US Economic Growth
The US economy expanded at just half the expected pace during the final quarter of
America’s ‘Jobless Boom’ Risks Becoming Techno Potemkin Village
Earlier this week, while editorializing around minutes from 2026’s first FOMC meeting, I said we’re
If The ‘Smart Money’ Is A Contrarian Indicator, It’s Time To Sell
How much faith do you have in large companies’ capacity to remain exceptionally profitable over
‘As Soon As This Weekend’: Iran’s Out Of Time
Donald Trump’s fond of boasting about being “locked and loaded” militarily, a threat he’s aimed
Another Day, Another Terrible Read On US Housing
If you were looking for signs of life in the US housing market, you won’t
Fed Minutes Suggest Willingness To Hike If Inflation Not Tamed
“Most participants” at 2026’s first FOMC meeting judged that inflation in the US is still
‘No Landing’ Is Back In A Big Way
Don’t look now, but “no landing” has (very quietly this time) become the consensus global
Will Trump Take The War Plunge In Iran?
Hesitant. That’s me when it comes to parroting an Axios report that a major war
Down Payment Burden Emerges As Biggest Homebuyer Hurdle
It’s a familiar dynamic: Mortgage rates in the US fell, prompting an uptick in refis
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