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What stocks are trying to tell us about.
Episode 404
Something big is happening in oil. A crucial physical commodity which actually does intersect with the real economy and it is totally blowing up the …
3 years, 1 month ago
It can't keep going like this.
Episode 403
Incomes are the key to the whole thing. While many keep claiming the economy is staying way too hot, this big miss shows you why it never once was an…
3 years, 1 month ago
Why is no one paying attention to this collapse?
Episode 402
Global markets and curves are epically upset about something. What is it? A number of nasty macro scenarios are together the most obvious answer, har…
3 years, 1 month ago
Because of the same shocking mistake every time.
Episode 401
Renewed Fed hawkishness along with resurgent macro optimism ("no landing") all of it based on payrolls, the unemployment rate, even retail sales. His…
3 years, 1 month ago
They're preparing for worse.
Episode 400
Amidst renewed optimism, growing confidence the recession risks have all be surmounted, the one company who knows better and should be really booming…
3 years, 1 month ago
And we're still stuck in it - at the worst possible time
Episode 399
There was never a liquidity trap, just the lie about liquidity leaving us in 2023 facing the same destructive money trap. For ten years the Bank of J…
3 years, 1 month ago
Yep, we're going to go there. We need to start taking the (many) comparisons seriously.
Episode 398
We always hesitate to use 2008 comparisons because history never repeats exactly. While there won't be another Lehman Brothers and no one is plagued …
3 years, 2 months ago
Seriously. Legit crashing around the one place that's supposed to be lifting us out of danger.
Episode 397
China reopening is said to be robust and inspiring, the stuff of soft landings even reignited "inflation." The evidence increasingly points instead t…
3 years, 2 months ago
The temperature just got turned way up.
Episode 396
What if the economy is the proverbial boiling frog? But rather than the temperature of the water in the pot increasing slowly all the time, it goes u…
3 years, 2 months ago
The shocking reason for rate hikes.
Episode 395
The unemployment rate since June has fallen a few tenths more than the already low number it started with. Payrolls have added millions in those seve…
3 years, 2 months ago