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June Jobs Report Was a Home Run
A good report with "great internals"
Jul 24
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June Jobs Report Was a Home Run
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In the End, It'll Be Inflation
Why "all roads lead to inflation" and how to protect yourself
Jul 23
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How to Thaw America's Frozen Housing Market
Politicians won't like the answer
Jun 23
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How to Thaw America's Frozen Housing Market
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Elon's DOGE Rocket Will Keep Flying
Musk’s leadership at DOGE exposed major federal budget abuses despite bureaucratic roadblocks
Jun 5
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FX Hedge
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Elon's DOGE Rocket Will Keep Flying
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Another Sin of Omission
Biden Administration Hid Millions of Defaulted Student Loans
Jun 3
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Another Sin of Omission
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Higher Inflation or Higher Interest Rates?
A key component of the financial system's plumbing is sending a warning
May 31
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Higher Inflation or Higher Interest Rates?
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Game of Cards, or House of Thrones?
The (ugly) inside scoop on the White House craziness
May 2
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Jobs, Jobs, Everywhere, But No One's Working
Labor market strength was always a fabrication
Mar 23
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Jobs, Jobs, Everywhere, But No One's Working
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The Fed Is Abusing Its Own Made-Up Accounting Rules
How Powell & Co. are preventing a run on the Standing Repo Facility, adding liquidity, and reaccelerating inflation
Mar 10
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FX Hedge
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The Fed Is Abusing Its Own Made-Up Accounting Rules
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Who's Whispering in Trump's Ear on Debt Ceiling
Why Bessent is pushing for canning the debt limit, at least for now
Dec 27, 2024
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Who's Whispering in Trump's Ear on Debt Ceiling
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The Economy of Salvation
What does "Redeemer" mean?
Dec 25, 2024
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The Economy of Salvation
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To the Victor Go the Spoils
What a Trump victory means for markets next year
Nov 28, 2024
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