This isn’t a take, it’s just a fact. Home Run Derby > Slam Dunk Contest

From my podcast short "Common Knowledge & the Power of Protest" (Link to the podcast below)

I just be randomly saying “This is culturally inappropriate” now lol

As everyone marvels at the performance of the U.S. stock market, just remember that in CAD, Aussie Dollar and Yen terms, the S&P 500 is barely up more than 1% for the year; flat against the Kiwi and Sterling; and down 3% in peso terms, down 5% in euro terms and down 6% in Swedish

The Dollar Index is getting crushed, and Trump thinks it is a good thing, and probably wants to go lower. --- This chart shows all moves in the Dollar Index (DXY) from January 1st to July 31st, dating back to 1973 (multiple gray lines). The best (green), worst (red), and 2025

It's pretty crazy just how much BLS NFP data gets revised lower.

MIT University just released free online courses. No payment required. Here are 10 courses you don't want to miss in 2025:

Despite a record $28 billion in tariff revenue last month, the US deficit still rose 10% That June surplus was nice while it lasted

In a democracy with free and fair elections in the era of deglobalization? Not likely.

Everyone has become a Fed watcher, but no one understands HOW the flows of capital are happening As we move into Jackson Hole this week, we are very likely to see a shift in monetary policy, but the key will be understanding HOW this is transmitted into markets 🧵👇

On August 19, the #GDPNow model nowcast of real GDP growth in Q3 2025 is 2.3%: bit.ly/32EYojR. #ATLFedResearch Download our EconomyNow app or go to our website for the latest GDPNow nowcast: bit.ly/2TPeYLT.

And there it is !!

State-level data makes it clear why the U.S. economy is on the edge of recession. Based on my assessment of various data, states making up nearly a third of U.S. GDP are either in or at high risk of recession, another third are just holding steady, and the remaining third are

91% of central banks are cutting rates, a level only seen during the 2008 crash and 2020 crisis.

Hedge funds often augment their investment positions using leverage. The leverage sources can be divided into three categories: prime brokerage, repo, and other secured borrowing. Prime brokerage and repo borrowing have increased rapidly over the past few years, as shown in this

Too many are interested in “tech” (by which they mean money) but they aren’t interested in tech (by which I mean math).

There’s an old saying in Tennessee I know it’s in Texas probably in Tennessee

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.

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