Economy

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

10 Weekend Reads (ritholtz.com)
2025-2-2

Rickards: A U.S. Recession is Coming (dailyreckoning.com)
2025-2-1 U.S.

Inflation Festers in Core Services, No Progress in 12 Months. PCE Price Index Accelerates for 3rd Month: Justifies Fed's Pivot to Wait-and-See (wolfstreet.com)
2025-2-1 Inflation

MiB: Apollo's Torsten Slok on the US Economy & Trump 2.0 (ritholtz.com)
2025-2-1 Trump

Buyers' Strike Continues: Pending Home Sales Drop Again while Inventories of New & Existing Homes Balloon, Especially in the South & West (wolfstreet.com)
2025-1-31

Our Drunken Sailors Partied Massively in Q4, Propped Up GDP Growth. Debt-to-GDP Ratio Worsened to 121.8% (wolfstreet.com)
2025-1-31 4Q GDP

The Hidden Dangers of AI in Finance (dailyreckoning.com)
2025-1-31 AI

The End of America's Financial Contract (dailyreckoning.com)
2025-1-31 U.S.

How to Protect Yourself From the Tech Bubble Bursting (dailyreckoning.com)
2025-1-30

Powell: In “No Hurry” to Cut, Need to See “Further Progress” on Inflation, No Timeline to End QT (Not Even Close) (wolfstreet.com)
2025-1-30 Inflation

Fed Pivots to Wait-and-See, Keeps Rates at 4.25%-4.50%, Restarts Inflation Worries. QT Continues. (wolfstreet.com)
2025-1-30 Inflation

At The Money: Jeff Hirsch on Presidential Investing Cycles (ritholtz.com)
2025-1-30

The Daily Show: Wage Against the Machine (ritholtz.com)
2025-1-30

Glut of New Houses for Sale in the South Is Bigger Even than during the Housing Bust. The Glut in the West Gets Close (wolfstreet.com)
2025-1-29 Real Estate

American AI Strikes Back (dailyreckoning.com)
2025-1-29 U.S. AI

NVIDIA May Be Cooked (dailyreckoning.com)
2025-1-29 Nvidia

“DEEP-CRASH!” (dailyreckoning.com)
2025-1-29

Nobody Knows Anything, DeepSeek Edition (ritholtz.com)
2025-1-29

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