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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 circumstances. That didn’t mean it was a one-time, one-of…
Published on 1 week, 6 days 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 doesn’t care one bit. The FOMC can spout off on t…
Published on 2 weeks ago
Holy Sh*t… Did You See What Just Happened to India’s Currency?!
Episode 1247
India’s rupee broke, plunging and I mean plunging Friday to a new record low and once again embarrassing the country’s central bank which had been intervening heavily for the past month. The funny th…
Published on 2 weeks, 1 day ago
Zillow Just Issued a Grim Warning to All Homeowners
Episode 1246
Over half of American homes lost value over the last year, the highest number since...2012. More importantly, even the media is catching on that something big changed this summer in real estate. The …
Published on 2 weeks, 2 days ago
Fallen Hedge Fund Just Confirmed the Next Financial Crisis
Episode 1245
Nvidia was a bust. Not the company’s earnings and forecasts, those were stellar. Instead, it didn’t provide the buying boost everyone thought it would. Stocks lost ground. Bitcoin continues to get ha…
Published on 2 weeks, 3 days ago
Holy Sh*t! Walmart Just Revealed the Dire State of the Economy
Episode 1244
After Home Depot disappointed and Target got slammed, Walmart reported results that were above expectations because in this economic climate the Target and Home Depot’s losses are Walmart’s gains. An…
Published on 2 weeks, 5 days ago
Home Depot Just Confirmed What NO ONE Wants to Admit About the Economy
Episode 1243
While everyone else is glued to Nvidia, the results from Home Depot and Target will have far more to say about the markets and a lot more. Plus others like TJ Maxx, Bitcoin and the surprising Fed min…
Published on 2 weeks, 6 days ago
A Trillion-Dollar Time Bomb Just Went Off on Wall Street
Episode 1242
We went from the economy is strong and resilient, credit markets are fine reaching for yield to big names like Jamie Dimon and now so-called bond king Jeffrey Gundlach openly talking about cockroache…
Published on 3 weeks ago
HOLY SH*T!! Did you see what just happened in Europe
Episode 1241
The European labor market is on the cusp of its own flat Beveridge moment. That danger was amplified by the third quarter contraction in the Swiss economy, which, as we know, is a key leading global …
Published on 3 weeks, 1 day ago
New Chinese Data Reveals The Unthinkable
Episode 1240
An unprecedented slump in Chinese investment. That’s what one media outlet called it. I don’t think slump is the right word. Crash might be a more appropriate one. While that tends to be overused, th…
Published on 3 weeks, 2 days ago