Signal and Noise This was an important week in the wild world of markets. The broad market is suddenly down big, down hard, and down fast. Given the abrupt [...]
[AP] Monster storm across the US sparks threat of tornadoes and fire, killing at least five people [Axios] Economic alarm bells are ringing everywhere [Yahoo [...]
The thesis holds that a multi-decade super cycle Credit Bubble – over recent years succumbing to “terminal phase excess” – has turned [...]
[Yahoo/Bloomberg] Stocks Rise After Selloff; Gold Hits $3,000: Markets Wrap [Yahoo/Bloomberg] Gold Hits Fresh Record as US Economic Fears Stoke Haven Demand [...]
[Yahoo/Bloomberg] Stock Futures Pare Drop as Inflation Print Soothes: Markets Wrap [Yahoo/Bloomberg] Oil Retreats as IEA Flags Trade War Risks to Global Demand [...]
[CNBC] Live Updates: Dow futures rise 300 points after soft inflation report, tech stock rebound [Yahoo/Bloomberg] German Yield Nears 3% Milestone on Historic [...]
[Yahoo/Bloomberg] Stocks Edge Higher as Trump to Meet CEOs: Markets Wrap [Yahoo/Bloomberg] Gold Rebounds as Investors Take Stock of Outlook for US, Tariffs [...]
[Yahoo/Bloomberg] US Stocks Lead Global Slide as Growth Fears Mount: Markets Wrap [Yahoo/Bloomberg] Gold Steadies as Investors Fret Over the Global Economic [...]
[Yahoo/Bloomberg] US Inflation Set to Stay Sticky as Tariff Risk Looms [Yahoo/Bloomberg] The bond market’s Trump trade is looking like a recession trade [...]
Valuations, Fundamentals, and Technicals Since the end of January HAI has presented the essentials of what appear to be potentially high-impact events and [...]
[Yahoo/Bloomberg] Trump team is pivoting to ‘no pain, no gain’ as economic message [AP] US economic worries mount as Trump implements tariffs, cuts [...]
Wikipedia’s definition will suffice: “The term exorbitant privilege refers to the benefits the United States has due to its own currency (the US dollar) [...]
