Inflation has been above target for 52 months in a row but let’s panic to cut rates in the largest speculative bubble since 99

John Ekdahl The “16% mortgage rate” argument is a textbook example of historical distortion through omission. Let’s break the illusion: Yes, rates were 16% in 1981 - for a few quarters. But the median home price was $70K. And median income was about $21K. That’s a 3.3x price-to-income

which is larger, 52.8 or 69.1?

People are taking out loans on burritos and you think your house is worth 5x what you and all your neighbors paid?

Realizing that we are currently living through the next great Fed policy mistake

BREAKING: Market surges higher on the prospect of weaker growth and higher inflation

US companies announce just 1,494 new jobs in August, the lowest for the month since 2009, per WSJ

Look, the tariffs may be crushing U.S. manufacturing, but at least we all get to pay more for everything.

this is who you're arguing with online

If your CTO’s pants look like this, you don’t have to worry about AWS being down.

CPI inflation data quality continues to decline: In September, 40% of CPI items were estimated, up from 36% in August. When price data is unavailable, the BLS "fills the gaps" with estimated values, which typically account for ~10% of all CPI entries. The percentage has now

“Series L”

Every effort to reduce housing cost by subsidizing demand will result in increasing Home prices The only ways to make homes more affordable in the long run is to increase supply or reduce demand

What we’re seeing is a classic rotation from software stocks to poverty.

$8m for superbowl ad $70m for domain name $500 vibe coded site Cloudflare basic hosting. Priceless.

Damn this is quite the expose! Just... WOW. Justin has become the investigative journalist I didn't realize we needed. (in the long run no one can suppress Bitcoin's price... but short term FAFO)

Jane street quants watching me go 50x long on BTC exactly at 9:59 am

Breaking: February jobs number: -92,000 vs +50,000 expectations. Catastrophic miss Unemployment rate 4.4% vs 4.3% expectations Retail sales -.2% vs -.3% exp. Stocks down on the number. Bond yields plunged.

there are guys on here who don’t know how to cook themselves eggs trying to trade oil against Citadel