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This Is the Scariest Consumer Data I’ve Ever Seen
Episode 1257
The most important funding system in the world is flashing warning signals. Most people won't notice until it's too late.
I'm hosting a free webinar t…
4 months, 1 week ago
You Won’t Believe What Just Happened in Japan
Episode 1256
The yen has made a huge move over the past seven months and no one can figure out why. According to every mainstream economic theory, JPY should be s…
4 months, 2 weeks ago
The Most Important Economic Revision in Years Just Happened
Episode 1255
After weeks of speculation, back and forth over bad theories on inflation and what seemed to be a steady stream of hawk-sounding Fed policymakers, th…
4 months, 2 weeks ago
This Is the First Time in 50 YEARS We’ve Seen This Happen…
Episode 1254
November now makes three of the last four months and four of the last six with negative private payrolls. According to ADP, the US private economy sh…
4 months, 2 weeks ago
The Company With Better Data Than the Government Just Sent a Dire Warning
Episode 1253
Consumer products giant Proctor & Gamble just came out with an unusual warning about its core business, consumer products meaning consumers. The make…
4 months, 2 weeks ago
Holy Sh*t… Did You See What Just Happened in The Markets?!
Episode 1252
December begins with a decided risk-off mood in financial markets, led by more painful liquidations in crypto. Bitcoin starts off the month with a ne…
4 months, 2 weeks ago
The REAL Crisis Just Started (And the Fed Is Hiding It)
Episode 1251
HP becomes the latest big name to announce major layoffs, said to be around 6000 more white collar jobs. It’s getting to the point where despite all …
4 months, 2 weeks ago
WTF! You Won’t Believe What China Just Did to the Dollar
Episode 1250
China sold a record amount of Treasuries last quarter, which is actually more confirmation of the monetary tightening story over the summer which is …
4 months, 3 weeks ago
OMG! You Won’t Believe What Just Happened in the Repo Market
Episode 1249
Repo. It’s back. Or more accurately, never really left. When we last left off with it, things were calming down which is not unusual in these circums…
4 months, 3 weeks ago
OMG… Did You See What Just Happened to Interest Rates?!
Episode 1248
Despite half the Federal Reserve’s best efforts to take away the December rate cut, the bond market is signaling from top to bottom, back to front it…
4 months, 3 weeks ago