CPI/ Fed Balance Sheet/ Coal & China/ Favorite Charts

Fri, Jun 13, 2025

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Deficit Spending/ NFP #/ Tightening Credit/ ISM New Orders/ ADP & Unemployment/ Random Thoughts

Sun, Jun 8, 2025

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NVDA/ Super Core PCE/ Pending Home Sales/ Japanese Yields/ Updated Regulations

Fri, May 30, 2025

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Momentum/ Hard v Soft data/ Home Sales/ Family Office Positioning

Fri, May 23, 2025

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Employment/ Put Call ratio/ U of M #’s/Performance Update

Fri, May 16, 2025

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Landscape Shift/ Buybacks/ Canadian Unemployment/ Autos/ Munger’s Checklist/ Top Risks

Fri, May 9, 2025

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GDP/ Stagflation/ Electricity/ Random Charts

Sat, May 3, 2025

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Shipments/ Fed Independence/ Favorite Post/ Most Popular

Fri, Apr 25, 2025

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The Tweet/ GDP Estimates/ VIX/ Jamie & Mark/ Next weeks earnings

Fri, Apr 18, 2025

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American Exceptionalism/ SCOTUS Risk/ Death Cross/ Differentiated Metrics/ 2 Final Thoughts

Fri, Apr 11, 2025

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Couple Charts to run through

Fri, Apr 4, 2025

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FOMC Meet/ Unemployment/ Delinquencies & Rejections/ GDP Estimates/ US CDS

Fri, Mar 21, 2025

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Consumer Expectations/ Dow Theory/ Revisiting Employment metrics

Fri, Mar 14, 2025

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Spreads/ Charts/ Inflation or Employment/ The $

Fri, Mar 7, 2025

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10yr TSY/ China Continued/ Housing Affordability/ Brown Shoots

Fri, Feb 28, 2025

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Home Prices/ China/ Conflicting Charts

Fri, Feb 21, 2025

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