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McDonald’s Just Slashed Prices…The Economy is DONE
Episode 1341
McDonalds is doing it again as the economy is now in a race against time. The fast food giant is creating a $3 value deal after having brought back t…
2 months, 3 weeks ago
We’re Seeing the First Signs of a Dollar Panic
Episode 1340
It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a…
2 months, 3 weeks ago
The First Crack in the AI Bubble Just Appeared
Episode 1339
Meta Platforms is reportedly considering laying off over 20% of its workforce. The company didn’t confirm anything, but it also didn’t deny the thrus…
2 months, 4 weeks ago
BREAKING: Now It's Wells Fargo AND Deutsche Bank
Episode 1338
Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock …
2 months, 4 weeks ago
No One Is Talking About What Just Happened in Canada
Episode 1337
A simply brutal reminder from Canada about the real state of the global economy. The Canadians backed up the US payroll number for February, except i…
2 months, 4 weeks ago
HOLY SH*T! Now its Morgan Stanley...
Episode 1336
Now it’s Morgan Stanley’s turn. Yesterday it was Cliffwater. Before that BlackRock and Blackstone. Of course Blue Owl. Morgan Stanley’s $8 billion No…
3 months ago
Oh Sh*t... Another $33B Private Credit Fund Is Blowing Up...
Episode 1335
It is beginning to look more and more like a slow-motion shadow bank run. Yet another massive fund hit with largescale withdrawals. Not only that, th…
3 months ago
Texas Just Triggered a Housing Market Warning
Episode 1334
We’ve been covering the macro housing bust for some time, and while it’s still there another major problem has come up and for the same reasons. Mort…
3 months ago
Something Just Broke in the Global Markets
Episode 1333
Chaos at the Asian open last night with uncontrolled panic buying sending oil prices up to as high as $120 per barrel. Thankfully, they backed down a…
3 months ago
Oil Shock + Job Losses + Credit Crisis… This Is Bad
Episode 1332
Not one but two negative payrolls. That’s what we got from the latest update on the employment situation, a double dose of flat Beverage amidst a his…
3 months ago