Weekly Updates

The Recession Debate Goes On (But These Diverging Indicators are Signaling Trouble)

June 9, 2023 If you needed any more proof about the level of uncertainty that’s permeating the economy and where it might be headed, you need look no further than this article box in the Wall Street Journal this past week… Wrapped around an article explaining how the Saudis would now unilaterally cut production by …

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Big Oil Pushes Back

May 26, 2023 There’s no denying that things have gotten weird where the culture landscape goes. This is a financial letter so I try to stick to topics of that nature. I don’t judge people’s personal beliefs. And I don’t want to make this about social issues per se…  but the overlap between finance and …

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“Zombie Consumers” Are Clinging to Life (and Prepping for the Worst…)

May 19, 2023 Have consumers finally gone full walking dead? Last December I wrote about the rise of “zombie consumers” in today’s economy. How shrinking personal savings — thanks to depleted stimulus windfalls, falling real wages and “still-not-transitory” inflation — was impacting both consumers and threatening the economy as a whole. Given certain recent reports, I …

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More Cracks in the Banking System… (And One Really Bad Chart)

April 28, 2023 Last week it was all good and full steam ahead from certain corners of the Fed: Of course opinions are like… well you know. Everyone’s got one. But sometimes those opinions just don’t match what’s going on in the real world. Like now for example… Fake Economies are Fragile Economies… Last July I …

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