Macro Observations
AirBnB Destroyed The American Dream Of Owning A Home
But Tell Me More About Nvidia
Macro Observations
Macro Observations
The Perfect Example Of “Slowly & Then All At Once”
You Can't Spell Credit Event Without The C In China
Macro Observations
The Latest Evidence That A Credit Event Is Near
Banks, Interest Expense & Windfall Taxes
Macro Observations
The BoJ Tightens. The U.S. Gets Downgraded. Investors Say “Meh”.
They Really Shouldn’t.
Macro Observations
What If The Bank Of Japan Is About To Shock The Market & Suddenly Drop Yield Curve Control?
A Massively Underappreciated Risk
Macro Observations
The Melt Up Has Happened. Now It’s Time For The Crash.
It Happened in 1987.
Macro Observations
Housing & Commercial Real Estate Are Laying Out Some Stark Warnings
Forget About AI For A Moment
Macro Observations
Is The Fed Satisfied With Inflation At 4% Right Now?
Spoiler Alert: Nah
Macro Observations
Treasuries, Inflation & The National Debt
It’s All Coming To A Head
Macro Observations
Amid The AI Euphoria, Don’t Forget That The Credit Event Is Still Looming
Trillions Of Debt Rollovers Incoming
Macro Observations
How Student Loans Could Accelerate The Housing Market Decline
The Butterfly Effect
Macro Observations
Small-Caps: The Zombie Apocalypse Is Coming!
The Problem With The Large to Small Rotation