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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 Targ…
8 months, 3 weeks 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 other…
8 months, 3 weeks 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 kin…
8 months, 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 ec…
8 months, 3 weeks 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 ap…
8 months, 3 weeks ago
Holy Sh*t...Did You See What Just Happened In The Market!?
Episode 1239
Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at …
8 months, 4 weeks ago
BREAKING: Verizon Firing 15% of Workers!! (What You Must Know)
Episode 1238
Flat Beveridge strikes again. You know the drill. We’ve been stuck in forgot how to grow and its no-hire/no-fire labor market the past few years. Tha…
8 months, 4 weeks ago
BREAKING: MORE Private Credit Losses Just Hit
Episode 1237
The collapse and bankruptcy of another private credit supported firm has generated significant losses this week. But as I pointed out last week with …
9 months ago
Wendy's Just Sent a HUGE Warning About The Economy
Episode 1236
Fast food chain Wendy's said it’s closing hundreds more US locations than previously announced because customers can’t afford to eat there. It fits w…
9 months ago
This Is What Governments Do Right Before It All Falls Apart
Episode 1235
The federal government may be opening back up but the administration floating a tariff dividend is the real news here. It’s yet another dose of reali…
9 months ago