Episode 1198
What is going on in the auto world? First, Tricolor goes bankrupt. Then parts supplier First Brands follows them. CarMax reports dismal earnings. Even Germany's Bosch decided to lay off another 13,00…
Published on 1 week, 5 days ago
Episode 1197
Companies are throwing trillions of dollars chasing the latest fad at the worst possible time. Even hedge fund insiders are sounding alarms over the collision between macro reverse and bubble buildin…
Published on 1 week, 6 days ago
Episode 1196
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Published on 2 weeks ago
Episode 1195
The dollar is starting to move more aggressively, driving higher and crossing key thresholds in a whole host of currency exchanges. Not only that, this current “strengthening” is highly synchronized.…
Published on 2 weeks, 2 days ago
Episode 1194
There are growing concerns - and a growing pile of evidence and reports - indicating the *shadow* banking system is suppressing potential losses for no legitimate reason. Here we examine where they a…
Published on 2 weeks, 3 days ago
Episode 1193
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Published on 2 weeks, 4 days ago
Episode 1192
A sad report as Argentina's badly-needed chainsaw is running into a bigger one - the eurodollar. President Milie was forced to admit the market is in panic-mode as the peso plunges in a way that's al…
Published on 2 weeks, 5 days ago
Episode 1191
Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, …
Published on 2 weeks, 6 days ago
Episode 1190
For the first time ever, the Bank of Japan is selling stocks out of its vast portfolio. The announcement shocked the markets though mostly the media. Is this what it seems to be, or does the Japanese…
Published on 3 weeks ago
Episode 1189
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Published on 3 weeks, 1 day ago
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