Sahm Scare, Correlation Concern, & Curve Disinversion: Goldman Macro Trader Ponders The Market's Main Worries

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We are currently in a net easing, growth slowing and inflation moving lower environment which is a risk asset friendly environment...


Rand Paul Asks Why TSA Is Using Terror Watch List To Spy On Americans "Based On Their Political Views"

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TSA has repurposed ‘Quiet Skies’...


America's Power Grid Adds Most Generating Capacity In 21 Years As AI Data Center Demand Surges 

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"The era of flat electricity demand in developed markets has ended, with large-scale AI and cloud-computing capacity...." 


Kirby Yet Again Cites 'Progress' On Gaza Talks With CIA's Burns In Cairo

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Israeli media differs: "He broadcast optimism from intra-American politics, so that the Democratic convention in Chicago would go smoothly..."


Pedophile Arrested For Death Threats Against Trump During Arizona Border Visit

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The former president said he was unaware that a manhunt was underway but he knows he faces danger during his third run for the presidency.


Uranium Stocks Rise After World's Largest Producer Cuts 2025 Output Forecast

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"The uncertainty around the sulphuric acid supplies for 2025 needs and delays in the construction works..." 


Reiterating The Red Flags In The Latest Retail Sales Report

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...the gap is widening once again!


Powell Vows To Cut Rates With Stocks, Home Prices, Rents And Food At All Time Highs

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What can possibly go wrong?


End Of Hoaxes: Trump, RFK Jr, & The Democrats' "Lurking Terror"

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"The entire Democrat campaign will now be focused on gaslighting the country into believing Trump has been president for the last 4 years and Kamala has been an innocent bystander the whole time..."


"A Flawed Idea": CNBC's Joe Kernen Destroys Elizabeth Warren On Live TV Over Price-Gouging Policy

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"Nothing works when you try to artificially control prices..."


Who's Left To Buy?

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Relative NASDAQ fades should not be ignored...

The ECB's Throuple... Or Trouble?

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The latest wage data should encourage the ECB to cut rates again in September.


"Powell Pivot Is Complete": Gold, Stocks, Bitcoin, & Bonds Surge As Fed Chair Says "Time Has Come For Policy To Adjust"

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"That is my assessment of events. Your mileage may vary..."


Hungary Again Breaks With West: Ukrainian Attack On Kursk Is 'Wrong'

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"Ukraine is not only defending, but also attacking."


Study Exposes The Myth Of Federal Reserve Independence

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“Something like the Stockholm syndrome seems to describe the institutional relationship that exists between the U.S. Congress and the White House (the captors), and the Federal Reserve (the captives).”


New Home Sales Suddenly Soared In July... Prices Jumped As Mortgage Rates Tumbled

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...a five-sigma beat!


India's Modi Urges Zelensky To The Negotiating Table In Historic First Ukraine Visit

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Comes mere weeks after Zelensky slammed Indian leader's "devastating" Moscow trip where he embraced Putin.


New Boeing Whistleblower Docs Reveal Confusion And Chaos At Factory That Built Two Doomed 737 MAX Planes

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"Boeing knew the manufacturing was an absolute disaster..."


New Taliban Vice Laws Forbid Women From Looking At Men, Singing In Public, Solo Travel

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Thousands of American lives and $2.3 trillion, only for Afghans to end up worse off than in 2001...


"Risk/Reward Is Not Compelling Right Here" - Goldman's Hedge Fund Head Sees Challenges To The Bullish Thesis

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...the multiple is higher, growth is slower and a lot more is expected of the Fed