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The Rent Check Test: How Trump’s Policy Shift Is Easing Housing Pressure
Episode 24
Housing starts just beat expectations and single-family construction is stabilizing, signaling that the Trump affordability reset may be underway. Af…
4 months, 2 weeks ago
Defund ICE? Let’s Talk Consequences.
Episode 23
ICE is the enforcement arm of federal immigration law—executing removal orders, detaining individuals with final deportation rulings, and targeting s…
4 months, 3 weeks ago
Manufacturing Is Back—and the Media Can’t Spin the Numbers
Episode 22
January’s ISM Manufacturing Index hit 52.6 — back in expansion and the strongest reading in over a year. That single number undercuts claims that Tru…
4 months, 3 weeks ago
January CPI Is In — The Verdict Is Clear: More Disinflation
Episode 21
January CPI shows continued disinflation: prices up just 0.17% for the month, core steady, and the 10-year yield falling even after a strong jobs rep…
4 months, 3 weeks ago
Real Wages Rising, Bureaucracy Falling: The Trump Labor Reset
Episode 20
Blowout January jobs report: 172,000 private-sector jobs added while federal payrolls fell. Unemployment dipped as prime-age participation hit its hi…
4 months, 3 weeks ago
Congress Is Trying to Reverse Trump’s Progress on Closing Tariff Loopholes
Episode 19
Congress is moving to undo one of President Trump’s most important trade enforcement wins: closing the de minimis tariff loophole. After Trump shut d…
5 months ago
Finding Signal Versus Noise in PPI Data
Episode 18
The latest Producer Price Index came in a bit hot—but inflation is a trend story, not a one-month headline. The real signal: energy is down, goods pr…
5 months, 1 week ago
Steel Like Lazarus: Trump’s Tariffs Bring an American Industry Back From the Dead
Episode 17
For decades, foreign dumping — China first and worst — hollowed out America’s steel industry, shutting mills, wiping out jobs, and leaving the U.S. d…
5 months, 1 week ago
Trump Tariffs Work. Oklahoma Aluminum Proves It.
Episode 16
For nearly 50 years, America failed to build a new aluminum smelter—until now. A major new smelter in Oklahoma marks the return of U.S. aluminum prod…
5 months, 1 week ago
Inflation Didn’t Eat Your Steak. A Cartel Did.
Episode 15
America’s steak prices aren’t being driven by “inflation” — they’re being driven by cartel power at the slaughterhouse. With just four firms controll…
5 months, 2 weeks ago