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Super Brief: Dark Output, Record Margins — Super Brief
Dark Output, Record Margins. Corporate profit margins just hit 20.6%, shattering a ceiling that held for fifty years. GDP sits at 1.6%. Consumer sent…
3 weeks, 3 days ago
Brief: Exit at $1.75 Trillion
S&P 500 closed at 7,580 for its ninth consecutive weekly gain while three prominent professional investors publicly called it a bubble. The Iran ceas…
3 weeks, 4 days ago
Brief: The Number That Moved Twice
GDP was revised down to 1.6% while core PCE hit 3.3%, the highest in nearly three years. S&P 500 and Nasdaq hit fresh records anyway, lifted by Snowf…
3 weeks, 5 days ago
Super Brief: The Number That Moved Twice — Super Brief
The Number That Moved Twice. The BEA revised Q1 GDP down to 1.6% from 2.0% on the same morning core PCE hit 3.3% year-over-year, the hottest inflatio…
3 weeks, 5 days ago
Brief: $750 Billion Underground
Oil's break below $90 lasted less than a day. Overnight US strikes on an Iranian military site near the Strait of Hormuz, followed by IRGC retaliatio…
3 weeks, 6 days ago
Super Brief: $750 Billion Underground — Super Brief
$750 Billion Underground. Oil crashed 5.5% to $88.68, breaking below $90 for the first time since the spring escalation. The speed tells the structur…
3 weeks, 6 days ago
Brief: Missiles on Philippine Soil
The ECB signaled a June rate hike regardless of whether Iran signs a deal, creating the first transatlantic monetary policy divergence of the cycle. …
4 weeks ago
Super Brief: Missiles on Philippine Soil — Super Brief
Missiles on Philippine Soil. Japan tested Type-88 anti-ship missiles and US Tomahawk launchers from Philippine soil this month. The first time Japan …
4 weeks ago
Brief: "US strikes Iran amid '95% deal'"
- US Central Command conducted "self-defense strikes" on Iranian missile launch sites and boats near the Strait of Hormuz on Monday evening, hours af…
4 weeks, 1 day ago
Super Brief: The Paper Profit Machine — Super Brief
The Paper Profit Machine. The most important number in Q1 earnings wasn't revenue growth. It was source of income. Tintin Capital tallied the figures…
4 weeks, 1 day ago