Economy

Beliefs, Misconceptions & Behaviors (ritholtz.com)
2025-2-19

A Game of Chicken (dailyreckoning.com)
2025-2-18

Transcript: Christine Phillpotts, Ariel Investments (ritholtz.com)
2025-2-18

10 President's Day Reads (ritholtz.com)
2025-2-18

The Most Splendid Housing Bubbles in America, Jan 2024: The Price Drops & Gains in 33 of the Largest Housing Markets (wolfstreet.com)
2025-2-18 U.S. Real Estate

10 Sunday Reads (ritholtz.com)
2025-2-17

Here Come the HELOCs: Mortgages, Housing-Debt-to-Income-Ratio, Serious Delinquencies & Foreclosures in Q4 2024 (wolfstreet.com)
2025-2-16 Real Estate 4Q

‘Currency Wars' Predictions Come True (dailyreckoning.com)
2025-2-16

10 Weekend Reads (ritholtz.com)
2025-2-16

Missing Metals: The Big Gold Squeeze (dailyreckoning.com)
2025-2-15

MiB: Christine Phillpotts, Ariel Investments (ritholtz.com)
2025-2-15

About that Retail Sales Plunge in the Headlines: A Romp through the Massive Seasonal Adjustments this Time of the Year (wolfstreet.com)
2025-2-15 Retail

Household Debts, Debt-to-Income Ratio, Serious Delinquencies, Collections, Foreclosures, Bankruptcies: Our Drunken Sailors' Debts in Q4 2024 (wolfstreet.com)
2025-2-14 4Q

North American Trade Wars (dailyreckoning.com)
2025-2-14 U.S.

PPI Inflation Accelerates to +3.5% yoy, Worst in 2 Years, Driven by Services amid Massive Up-Revision of Services Inflation (wolfstreet.com)
2025-2-14 Inflation PPI

Blissful Ignorance Now (dailyreckoning.com)
2025-2-14

Beneath the Skin of CPI Inflation: Worst Month-to-Month Acceleration of CPI since Aug 2023, on Spikes in Used Vehicles, Non-Housing Services, Food, Energy (wolfstreet.com)
2025-2-13 Real Estate Energy Inflation CPI

Trump's Microcap Renaissance (dailyreckoning.com)
2025-2-13 Trump

Who Are More Degenerate Gamblers, Sports Investors or Investors? (ritholtz.com)
2025-2-13

Treasury Market's Inflation Expectations Become “Unanchored” (wolfstreet.com)
2025-2-12 Inflation

Gold Miners or NVIDIA? You Choose… (dailyreckoning.com)
2025-2-12 Nvidia

Transcript: Sahil Bloom, Understanding ‘The 5 Types of Wealth' (ritholtz.com)
2025-2-12

Hockey Stick Profits (dailyreckoning.com)
2025-2-12

There Hasn't Been Much if Any Reduction in WFH in over Two Years, Despite the Hype about RTO (wolfstreet.com)
2025-2-11

Trade Wars Move Markets (dailyreckoning.com)
2025-2-11

Optimism Among Gamblers & Investors? (ritholtz.com)
2025-2-11

Used Car & Truck Prices Heading Higher on Tight Supply, Strong Demand, after U-Turn in mid-2024 from Historic Plunge. Used EV Prices Jump (wolfstreet.com)
2025-2-9

The Silver Squeeze: Market Manipulation and the Coming Storm (dailyreckoning.com)
2025-2-9 Silver

Can Canada Survive Trump 2.0? (dailyreckoning.com)
2025-2-8 Trump Canada

Huge Upward Adjustment to Employment & Labor Force as Wave of Immigrants is Finally Included, Unemployment Drops, Wage Growth Accelerates: The Annual Revisions Are Here (wolfstreet.com)
2025-2-8 Immigration Unemployment

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