Economy

Who Holds the Ballooning US Government Debt, even as the Fed and Foreign Holders Unloaded Treasury Securities in Q4? (wolfstreet.com)
2025-3-19 4Q

Not Just in the US: Inflation Dishes Up Another Nasty Surprise in Canada, Throwing Further Rate Cuts into Doubt (wolfstreet.com)
2025-3-19 Inflation Canada

Tesla's Existential Threat (dailyreckoning.com)
2025-3-19 Tesla

Gold vs. Nvidia (dailyreckoning.com)
2025-3-19 Nvidia

10 Monday AM Reads (ritholtz.com)
2025-3-19

10 Biggest Ideas in “How NOT to Invest” (ritholtz.com)
2025-3-19

Gold's Warning Signal (dailyreckoning.com)
2025-3-18

Retail Sales in February Were Confusing (wolfstreet.com)
2025-3-18 Retail

10 Friday AM Reads (ritholtz.com)
2025-3-18

Transcript: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth' (ritholtz.com)
2025-3-18

The Most Splendid Housing Bubbles in America, Feb 2025: The Price Drops & Gains of 33 Largest Costliest Housing Markets (wolfstreet.com)
2025-3-17 U.S. Real Estate

10 Sunday Reads (ritholtz.com)
2025-3-17

Now or Never (dailyreckoning.com)
2025-3-16

10% Market Dip? How Not to React (ritholtz.com)
2025-3-16

10 Weekend Reads (ritholtz.com)
2025-3-15

Will Economic Detox Lead to a Recession? Maybe Not. But a Long Deep Stock Market Rout Will (See Dotcom Bust) (wolfstreet.com)
2025-3-15 Stock

The Great Gold Leasing Conspiracy (dailyreckoning.com)
2025-3-15 Conspiracy

MiB: Stephanie Kelton on US Fiscal Policy and the ‘Deficit Myth' (ritholtz.com)
2025-3-15

Money Market Funds & CDs: Americans' $11-Trillion in Cash, Not Trash, Much of it Still Earning 4%+ (wolfstreet.com)
2025-3-14 U.S.

America Needs Taiwan To Win the Semiconductor Race (www.heritage.org)
2025-3-14 U.S. Taiwan

Talking How Not to Invest with Prof G (ritholtz.com)
2025-3-14

It's Again the Hefty Up-Revisions that Heat PPI Inflation: Been Happening Month after Month (wolfstreet.com)
2025-3-14 Inflation PPI

The Trump Trinity (dailyreckoning.com)
2025-3-14 Trump

Will the Fed Ride to the Rescue? (dailyreckoning.com)
2025-3-14

Beneath the Skin of CPI Inflation: Pace Slows from Spike Last Month, but 6-Month CPI Accelerates Further, Worst Increase since September 2023 (wolfstreet.com)
2025-3-13 Inflation CPI

The Walmart Bubble (dailyreckoning.com)
2025-3-13 Walmart

Kohl's Spirals into Brick-and-Mortar Meltdown, Blames “Constrained” Consumers, but it's Just Losing them to Ecommerce, which is Booming (wolfstreet.com)
2025-3-12

Silver as a Hedge Against Market Chaos (dailyreckoning.com)
2025-3-12 Silver

“Shipbuilding, Shipbuilding, Shipbuilding” – Half a $Trillion Is in Play (dailyreckoning.com)
2025-3-12

Labor Market Dynamics Tighten Further. Job Openings, Quits, Hires Rise, Layoffs & Discharges Drop, Back Fed's Wait-and-See (wolfstreet.com)
2025-3-12 Layoffs

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