This most likely was a private offering to Goldman‘s clients through their Mortgage back division there’s nothing mysterious about the delay in the CyrusOne / Aurora mortgage-bond sale. This type of offering—structured, privately placed, and arranged by Goldman Sachs—is routinely

Guys like thiscrack me up. They read a couple of articles, watch a YouTube explainer, and suddenly they think they’ve uncovered some brand-new monetary revelation. The worst part is the Internet now rewards that kind of posturing—give someone a good camera, a clean backdrop, and

What the Fed Is Really Doing (And Why They Won't Say It Out Loud), by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

"Fed Day Theater: All Drama, No Surprise", by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

The FED Has Been Wrong About Everything and They're Still in Charge, by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

"Nothing to See Here: The Most Overhyped Fed Meeting of the Year", by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

"Santa Claus Rally Loading: All Patterns Point One Direction", by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

Clear Sailing Through April: , by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

The Government Is About to Release Jobs Numbers Even They Don't Believe, by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

Cheap Oil Is Coming and Nobody's Talking About It: The Hidden Stimulus Wall Street Hopes You Miss, by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

Oil prices are declining due to a combination of rising supply and reduced risk premiums. OPEC+ has increased production, U.S. output remains strong, and global inventories are building. At the same time, the prospect of an end to the Ukraine war has markets pricing in additional

"The Oil Glut Isn't an Accident. It's the Plan.", by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

Forget Business Cycles: The CapEx Tsunami Is Rewriting Every Economic Playbook, by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

Bitcoin, Scarcity, and the Fragile Margin… Price is set at the margin—and the margin disappears faster than people think. A common Bitcoin claim—often made by Michael Saylor—is that taking coins off the market creates scarcity and therefore guarantees higher prices. It sounds

Year-End Melt-Up Incoming? Technical Patterns Point to New Highs, by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

"40% Off the Lows: Were They Gaslighting Us or Just Wrong?", by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

Hey everybody, hope you had a great Christmas. Here’s a brief update on the database and overall market conditions. As markets push to all-time highs, breadth typically begins to thin, with leadership narrowing to fewer stocks. That’s exactly what we’re seeing now. The WaveTech

Rubber-Stamped Forecasts Won't Prepare You for What's Coming in 2026, by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…

What makes this hype even more exhausting is that half of these “macro experts” aren’t even people anymore they’re AI voice bots reading half-understood talking points off a script aimed a bunch of amateur crypto traders . No market experience, no understanding of funding

"Everyone Thinks 2026 Will Be Like 2025. They're Wrong.", by Bob Kendall (The Kendall Report) open.substack.com/pub/kendallrep…