Plenty of Excess “COVID” Savings Left To Support Higher Spending
Loadsamoney. Doin’ up the ouse
Spectra Markets | NFP | Samh Rule | Nvidia
Brent Donnelly on NFP, Kanas Fed and the Sahm Rule ‘mansplaining’
US Economy | Half-Time Score | Trade Signals
Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman
Freddies New Closed-End Seconds Program
Freddie Mac’s Closed-End Seconds Program–Unlocking $2.5 Trillion of HE For Consumption
Part 1: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini
A quick comment on US CPI, retail trading patterns and fund flow data
Israel-Hamas | China | Iran | Saudi | US Rafah Quagmire
China senses an opportunity? The delusional chases the illusive
Iran-Israel | Gaza War
Israel finally showing it can be smart by trading strikes against Iran for Rafah operation with US approval
Iran-Israel-US | Gaza | Russia-Ukraine
Whats missing in mainstream narratives on recent conflicts.
US CPI | Musk vs. Brazil | #freespeech | Web 1.0 to 3.0 | AI productivity
Disinformation or disagreeable? A quick comment ahead of today’s US CPI release
SOM | Five Reasons Why 10-year Yields Move Above 5%
Best Long And Short Strategies 2024Q2