Economy

Perfect Competition Will Crush AI Profits (dailyreckoning.com)
2025-9-7 AI

China's Not-So-Secret Weapon (dailyreckoning.com)
2025-9-6 China

Bessent Blast's the Fed for QE, its “Perverse Incentives” for Fiscal “Irresponsibility,” its “Wealth Effect” Policies on “Class and Generational Disparities,” its Failure on Inflation… Oh I So Agree (wolfstreet.com)
2025-9-6 Inflation

My Thoughts about that August Jobs Report (wolfstreet.com)
2025-9-6

Fed Balance Sheet QT: -$39 Billion in August, -$2.36 Trillion from Peak, to $6.60 Trillion (wolfstreet.com)
2025-9-5

Bull Markets Create the Illusion of Mastery (wolfstreet.com)
2025-9-5

Fewer Teens Are Working, Earning Money and Job Skills (www.heritage.org)
2025-9-5

Don't Get Shaken Out (Up or Down) (dailyreckoning.com)
2025-9-5

Despite all the Shouting by the Cut-Rates-Now Crowd, Unemployment Claims Do Not Depict a “Cracking” Labor Market (wolfstreet.com)
2025-9-5 Unemployment

King Dollar Is Losing to King Midas (dailyreckoning.com)
2025-9-5

ON RRPs Drop to Near-Zero $17.9 Billion, Liquidity Flow into Markets Over, while TGA Refilling Drains Liquidity from Markets (wolfstreet.com)
2025-9-4

Trump's ‘Warp Speed' U-Turn (dailyreckoning.com)
2025-9-4 Trump

Department of War? (dailyreckoning.com)
2025-9-3

The Secret Sauce of High Reliability and Success (dailyreckoning.com)
2025-9-3

China's Economic and Political Nightmare (dailyreckoning.com)
2025-9-2 China

Office CMBS Delinquency Rate Spikes to Record 11.7%, Much Worse than Financial Crisis Peak. Multifamily Delinquencies also Spike (wolfstreet.com)
2025-9-2 Financial Crisis

What FOMO Really Means for Investors— When And Why It Hits You The Hardest (wolfstreet.com)
2025-9-2

Rickards on Existential AI Risks (dailyreckoning.com)
2025-8-31 AI

30-Year Treasury Yield Stuck Near 5% on Inflation Fears, but 6-Month Yield Drops, Sees Rate Cuts, Long End of Yield Curve Steepens a Lot, Mortgage Rates still over 6.5% (wolfstreet.com)
2025-8-31 mortgage Inflation

A Trip to Iceland Reminded Me That the American Dream Still Begins at Home (www.heritage.org)
2025-8-30 U.S.

Make America Healthy (And Wealthy) Again (dailyreckoning.com)
2025-8-30 U.S.

Core Services PCE Inflation Spikes (Not Tariffed), Durable Goods Inflation (where Tariffs Hit) Turns Negative Month to Month (wolfstreet.com)
2025-8-30 Inflation

US Government's Fiscal Mess: Interest Payments on the Treasury Debt, Interest Rates, Tax Receipts, and Debt-to-GDP Ratio in Q2 2025 (wolfstreet.com)
2025-8-29 Tax GDP

Buyers Strike: Pending Home Sales Drop Further, Plunge in Midwest, Near Record Lows in All Regions, as Supply Balloons (wolfstreet.com)
2025-8-29

The Inevitable Power Stock (dailyreckoning.com)
2025-8-29 Stock

The Unthinking Intelligentsia (dailyreckoning.com)
2025-8-29

Trump's War With the Fed Heats Up (dailyreckoning.com)
2025-8-28 Trump

Still Waiting for Lower Prices, Higher Incomes, Lower Rates: Mortgage Rates Tick Up, Demand in Deep Freeze, Supply Surges (wolfstreet.com)
2025-8-28 mortgage

China's Economic Collapse Carries a Warning About Our Own Future (www.heritage.org)
2025-8-28 China

Donald Trump and Narendra Modi Can Transform U.S.-India Relations (www.heritage.org)
2025-8-28 Trump U.S. India

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