Economy

Tesla's Moment of Truth (dailyreckoning.com)
2025-5-17 Tesla

Moody's Cuts US Government Credit Rating due to Deficits & Debt, Blames “Successive US Administrations and Congress” (wolfstreet.com)
2025-5-17

MiB: John Montgomery, Bridgeway Capital Management (ritholtz.com)
2025-5-17

Auto-Loan Balances, Debt-to-Income Ratio, Serious Delinquencies for Subprime & Prime in Q1 2025: Our Drunken Sailors and their Auto Loans (wolfstreet.com)
2025-5-17

The Trouble with Surveys (ritholtz.com)
2025-5-16

Beyond the Squiggles in Retail Sales (wolfstreet.com)
2025-5-16 Retail

The Most Splendid Housing Bubbles in Canada, April 2025: Single-Family & Condo Prices Drop to Multi-Year Lows, Driven by Toronto (wolfstreet.com)
2025-5-16 Real Estate Canada Toronto

The Great American Gaslight (dailyreckoning.com)
2025-5-16 U.S.

Rickards to Bannon: Petrodollar 2.0 Is Coming (dailyreckoning.com)
2025-5-16 Bannon

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies, and Foreclosures in Q1 2025 (wolfstreet.com)
2025-5-15 Real Estate

The UAE: An Investable Tax Haven (dailyreckoning.com)
2025-5-15 Tax

An Evening with Michael Lewis, from “Liar's Poker” to today (ritholtz.com)
2025-5-15

Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors' Debts in Q1 2025 (wolfstreet.com)
2025-5-14

The Russell 2000: An Earnings Illusion (dailyreckoning.com)
2025-5-14

Beneath the Skin of CPI Inflation: Services Inflation Bounces Back, No Signs yet of Tariffs Getting Passed to Consumers (wolfstreet.com)
2025-5-14 Inflation CPI

President Trump Kowtows to Emperor Xi… (dailyreckoning.com)
2025-5-14 Trump

Transcript: Karin Risi, Vanguard's Chief of Strategy & Product (ritholtz.com)
2025-5-14

Housing Bubble & Bust #1 and #2 as Seen through Employment at Mortgage Lenders: They Shed Jobs Again, 38% Gone (wolfstreet.com)
2025-5-13 Real Estate mortgage

RWM & HNTI Are Coming to Chicago! (ritholtz.com)
2025-5-13

Trading the Trade Disruptions (dailyreckoning.com)
2025-5-13

This Is How Donald Trump Can Terminate Tariff Turmoil (www.heritage.org)
2025-5-13 Trump

Why U.S. Tariffs Can Be an Unlikely Opportunity for India (www.heritage.org)
2025-5-13 U.S. India

How the Debt Ceiling Is Now Pouring Liquidity into Financial Markets, only to Suck it Back Out Very Fast Later this Year (wolfstreet.com)
2025-5-12

10 Sunday Reads (ritholtz.com)
2025-5-11

Trump's ‘Nuclear' Deportation Options (dailyreckoning.com)
2025-5-11 Trump

Genocide, Blood, and Dividends (dailyreckoning.com)
2025-5-10

10-year Treasury Yield Back at 4.39%, Yield Curve Steepens at Long End, Mortgage-Rate Spread Remains Historically Wide (wolfstreet.com)
2025-5-10 mortgage

MiB: Karin Risi, Vanguard's Chief of Strategy & Product (ritholtz.com)
2025-5-10

10 Friday AM Reads (ritholtz.com)
2025-5-10

Dear Readers, Please Donate to WOLF STREET: Spring 2025 Reminder (wolfstreet.com)
2025-5-9

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