There’s more to fret about, too. Retail sales suck. Manufacturing activity has taken a downturn. Now the crazy Trump war has ignited the Middle East, swollen energy costs, further disrupted global ...
Finally! Some encouraging news on the inflation front. After the sharpest surge in prices since the early 1980s, inflation ...
This is shaping up to be the most moribund, comatose, on-life-support market since the Great Ennui of the early 1990s. Then we had a recession, stiffer interest rates and job stress.
Sellers are shunning a race to that bottom. And now we have a scary war in the Middle East that could screw up any recovery ...
This is because of oil, which has jumped (but not spiked) in price. Since the White House has no clue when this conflict will ...
While the award-winning macroeconomists in the steerage section are forecasting market meltdown and a 50% plop in stocks, ...
The TACO trade resumed this week, reinforcing two cardinal rules. Never bet against America. Always hedge against Trump. The Trump-Always-Chickens-Out scenario was in full flower yesterday during the ...
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The descent

Big Daddy was in Tokyo to cut a new strategic Canada-Japan deal yesterday. Before that he was taking selfies on the tarmac in Australia. Another deal there. And he went to India, too, rekindling ...
Trump passed a law a year ago making it legal for U.S. corps to bribe world governments (its true), while the rest of the world is strengthening trade agreements through the rules of law that divert ...
Pieces like the one from Citrini Research tend to resonate because pessimism often sounds sophisticated, especially when it blends legitimate concerns about AI, employment, and financial markets into ...
Since the end of the Global Financial Crisis in mid-2009, the US equity market has achieved an average annual return of over 14%, significantly outpacing the rest of the world, which collectively ...