Economy

Trump's Tariff Critics Are Trading on Overblown and Unfounded Fears (www.heritage.org)
2025-3-1 Trump

MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan (ritholtz.com)
2025-3-1 JPMorgan

In the South, Pending Home Sales Plunge to Record Low, just as Inventories in Florida & Texas Balloon. Push US Pending Sales to Record Low (wolfstreet.com)
2025-2-28 Texas

Don't Sleep on India (dailyreckoning.com)
2025-2-28 India

“We're In a Type of Civil War.” (dailyreckoning.com)
2025-2-28

Demand for Electricity Takes Off. US Power Generation by Source in 2024: Natural Gas, Coal, Nuclear, Wind, Hydro, Solar, Geothermal, Biomass, Petroleum (wolfstreet.com)
2025-2-27 Gas Solar

The Federal Reserve Killed the Penny. Is MAGA Next? (dailyreckoning.com)
2025-2-27

Inventory of New Houses for Sale Highest since 2007. Builders Push Mortgage-Rate Buydowns, Price Cuts, and Incentives (wolfstreet.com)
2025-2-27 mortgage

Talking Bad Trades & Regret Minimization (ritholtz.com)
2025-2-27

FDIC Ends Disclosing Total Assets of Banks on “Problem Bank List,” as Disclosure Might Suddenly Trigger a “Disorderly Run” (wolfstreet.com)
2025-2-26 Asset

Future of the Fed's Balance Sheet: Fed's Logan on How Assets Might Shift from Longer-Term Securities to Short-Term T-Bills, Repos, and Loans after QT Ends. MBS Entirely Off the List (wolfstreet.com)
2025-2-26 Asset

Brazilian Stocks Offer 8% Yields at 8x Earnings (dailyreckoning.com)
2025-2-26 Stock Brazil

Sticky Inflation Means Gold Will Keep Rising (dailyreckoning.com)
2025-2-26 Inflation

Transcript: Charley Ellis on Rethinking Investing (ritholtz.com)
2025-2-26

Trump's Fort Knox Knot (dailyreckoning.com)
2025-2-25 Trump

10 Monday AM Reads (ritholtz.com)
2025-2-25

7 Areas Where Probabilities of Errors Are Rising (ritholtz.com)
2025-2-25

Dear WOLF STREET Readers: Are You Using a VPN? Here's Why You Might Get Blocked and What You Can Do if You Get Blocked (wolfstreet.com)
2025-2-25 VPN

Apple Announces Server Manufacturing Plant in Houston, Adding Weight to Eyepopping US Factory Construction Boom (wolfstreet.com)
2025-2-25 Apple Manufacturing

Donald Trump and Narendra Modi Can Transform U.S.-India Relations (www.heritage.org)
2025-2-24 Trump U.S. India

How Many Divisions Does Elon Have? (dailyreckoning.com)
2025-2-23

Treasury Yield Curve Flattens as 10-Year Yield Falls, Short-Term Yields Stay Put: Fed's Pivot to Wait-and-See in Inflationary Times. But Mortgage Rates Stay Near 7% (wolfstreet.com)
2025-2-22 mortgage

The America-First Era Begins (dailyreckoning.com)
2025-2-22 U.S.

Buyers Strike Crushes Green Shoots of Demand for Existing Homes, amid Surging Supply, Active Listings & Days on Market (wolfstreet.com)
2025-2-22

MiB: Charley Ellis on Rethinking Investing (ritholtz.com)
2025-2-22

10 Friday AM Reads (ritholtz.com)
2025-2-22

Inflation Spikes to 4.0% in Japan, Much Worse than in the US. BOJ Babied its Rate to Just 0.5%, with More Baby Hikes in View (wolfstreet.com)
2025-2-21 Japan Inflation

Tune Out the Noise (ritholtz.com)
2025-2-21

Europe Goes Gentle Into the Good Night (dailyreckoning.com)
2025-2-21 Europe

Travel Back in Time to 2009… and Buy Tech (dailyreckoning.com)
2025-2-21

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