Economy

There Hasn't Been Much if Any Reduction in WFH in over Two Years, Despite the Hype about RTO (wolfstreet.com)
2025-2-11

Trade Wars Move Markets (dailyreckoning.com)
2025-2-11

Optimism Among Gamblers & Investors? (ritholtz.com)
2025-2-11

Used Car & Truck Prices Heading Higher on Tight Supply, Strong Demand, after U-Turn in mid-2024 from Historic Plunge. Used EV Prices Jump (wolfstreet.com)
2025-2-9

The Silver Squeeze: Market Manipulation and the Coming Storm (dailyreckoning.com)
2025-2-9 Silver

Can Canada Survive Trump 2.0? (dailyreckoning.com)
2025-2-8 Trump Canada

Huge Upward Adjustment to Employment & Labor Force as Wave of Immigrants is Finally Included, Unemployment Drops, Wage Growth Accelerates: The Annual Revisions Are Here (wolfstreet.com)
2025-2-8 Immigration Unemployment

10 Friday AM Reads (ritholtz.com)
2025-2-8

MiB: Sahil Bloom on Understanding ‘The 5 Types of Wealth' (ritholtz.com)
2025-2-8

Fed Balance Sheet QT: -$42 Billion in January, -$2.15 Trillion from Peak, to $6.81 Trillion, Lowest since May 2020. Bye-Bye BTFP (wolfstreet.com)
2025-2-7

Trump's Bold Plan is Working (dailyreckoning.com)
2025-2-7 Trump

Tulipmania! (ritholtz.com)
2025-2-7

The Fed's QT Could Go on for a Lot Longer, the Tools Are in Place, incl. the Revived Standing Repo Facility (wolfstreet.com)
2025-2-7

The Order of Love (dailyreckoning.com)
2025-2-7

Nobody Knows Anything, DeepSeek Edition (ritholtz.com)
2025-2-6

10 Sunday Reads (ritholtz.com)
2025-2-6

Trade Deficit in Goods Worsens to All-Time Worst in 2024, Small Surplus in Services Rises, Overall Trade Deficit Worsens by 17% (wolfstreet.com)
2025-2-6

Trade Wars Bring Pain… And Opportunity (dailyreckoning.com)
2025-2-6

At The Money: Are Hedge Fund Right For You? (ritholtz.com)
2025-2-6 Hedge Fund

Underlying Job Market Dynamics Retighten as Fed Moves any Rate Cuts into Distance amid Accelerating Inflation (wolfstreet.com)
2025-2-5 Inflation

Ron Paul: Audit USAID… Then Shut it Down! (dailyreckoning.com)
2025-2-5

Transcript: Apollo's Torsten Slok (ritholtz.com)
2025-2-5

Ferris Bueller's “Crisis Bubble” (dailyreckoning.com)
2025-2-5

How Silver Could Rise to $100/oz (dailyreckoning.com)
2025-2-4 Silver

Trump Agrees with Fed's Pivot to Wait-and-See after the Fed Bows to Trump on Everything Else to Keep Monetary Policy Independent (wolfstreet.com)
2025-2-4 Trump Monetary

Tesla Sales Got Crushed in Q4 in California, its Largest US Market. Non-Tesla EV Sales Jumped to a Record. ICE Vehicle Sales Dipped (wolfstreet.com)
2025-2-4 Tesla 4Q California

Risks & Opportunities of the New Administration (ritholtz.com)
2025-2-4

10 Monday AM Reads (ritholtz.com)
2025-2-4

What Trump's Tariffs Did Last Time (2018-2019): No Impact on Inflation, Doubled Receipts from Customs Duties, and Hit Stocks (wolfstreet.com)
2025-2-3 Trump Stock Inflation

Will Russian Stocks Return to US Markets? (dailyreckoning.com)
2025-2-2 Russia Stock

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