Four or Five Grim Horsemen
Joe Biden is showing his support for the UAW strike and announcing that he literally can't put two and two together.
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The World, How it Got Here, and a Stiff Drink
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- Sep 14
- 4 min
A Paper Dragon
Peak China happened before the covid lockdowns, can it ever get its fung shui back?
- Aug 31
- 3 min
Another BRIC in the Wall
What can we expect from the BRICS expansion? Not much other than a new name.
- Aug 3
- 3 min
Quién es más macho?
Bud Light had a very bad Q2, as it reroutes in marketing, but that didn't slow down InBev too much.
- Aug 1
- 3 min
Russia Won't Attack NATO, but It Might Starve Africa
Russia's Energy Weapon didn't work against NATO, its weaponized grain prices may work on Africa.
- Jul 25
- 3 min
That Big Dollar Smile
The dollar may be off, but it isn't that off. And why the late dip is just the pouty part of a big, American grin
- Jul 17
- 3 min
Price Volatility Makes Bad Voodoo
Price volatility is bad voodoo for the economy's upbeat mojo.
- Jul 6
- 3 min
What's with the Groovy Oil Prices?
Energy demand is at a global high, OPEC+ has wildly cut production, and 20% of the supply is under sanctions - so what's up with oil prices?
- May 31
- 3 min
The Chinese Take-Away
China's economy has peaked, what are the take-aways for the US and it's industrial policy?
- May 17
- 4 min
The Doomsday Book
What will happen with a US default? Hard to say, but some of the damage is already done.
- Apr 18
- 3 min
Why So Glum?
Why we so glum about our economic future? The danger isn’t so much the economy, but trying to fix it.
- Mar 23
- 2 min
Guesswork, Almost.
Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.
- Mar 23
- 3 min
Oh Snap!
Intervention, Intervention, Intervention. At what point do we let events run their natural course.
- Mar 8
- 3 min
Mind the No. 9 Slope
Ignore all the chatter about recessions and soft landings. Look at the yield curve on Treasuries... and brace for impact.
- Feb 15
- 3 min
Nine Month Delivery
After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.
- Jan 25
- 7 min
An Inquiry into What in the Hell We Plan to do About Our Maxxed-out Uncle Sam
The Government has maxed-out its credit, but won't stop spending. Default looms and zaniness ensues.
- Jan 19
- 3 min
Davos Attendees Split on Economic Outlook, Sno-Bunnies.
Dispatch from the bar at the World Economic Forum in Davos: The end ins't ending, just confused.
- Jan 17
- 3 min
Bond Jollies Will Carry On
Bond Markets have come off their worst year since ever. The market is looking up, but don't expect a reset to boring. The jollies continue..
- Jan 4
- 4 min
Well, That Sucked...
2022 was the worst year for stocks since 2008, and the worst of bonds, ever. Crypto was a mighty train wreck. Happy New Year.
- Nov 30, 2022
- 4 min
Get Your Head Out of Your Ass
Celebrity Icons like SBF and Elizabeth Holmes have replaced grown-up CEOs in Tech - and it shows.
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