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Paul Tudor Jones is a legendary investor who made a fortune betting against the stock market during the 1987 crash. And now, almost 40 years later, he's just announced that he plans toshort the stock market for the entirety of 2027. But here's what makes this particularly interesting. He actually t…
It's volumes, not dollars. How much product is actually being moved or not. What convenience stores are reporting isn't just more evidence for what the Census Bureau finally figure out in the wake of the massive retail sales downgrade. The energy shock is really dragging on Americans. Eurodollar Un…
I have never seen anything like this before. With the stroke of the Census Bureau’s pen, more than 5% of retail sales…disappeared. Five. Not a single volatile category. Not some tiny seasonal adjustment. One-twentieth of the entire retail-sales universe—consumer spending on goods and some services—…
Everyone thinks the private-credit “crisis” is contained. Bank officials say the financial system remains resilient. Central bankers barely mention private credit. And when the mainstream media covers the subject, the story is usually reduced to investor withdrawals from a handful of isolated funds…
Everyone is talking about rate hikes and hot inflation. Yesterday’s CPI was supposedly another reason to sell Treasuries. Today’s PPI was supposed to confirm it. Yields initially surged, commentators dusted off the usual higher-for-longer clichés, and the Federal Reserve’s imagined war against infl…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Jeff Snider, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.