The Pomp Letter: Are We in a Recession and Should You Be Worried?
Markets may have sold off largely from traders exiting the carry trade. But last week’s job data suggested another concern that markets may not have
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EXPLORE A PERSPECTIVE
Economy
QTR’s Fringe Finance: George Gammon Explains the Yen Carry Trade Chaos
The market’s slump over the past two weeks has largely been driven by traders exiting the yen carry trade. Simply put, traders sell short the
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Sachs Realty: “Society Is Vulnerable” U.S. Economic Collapse Is Coming
It’s said on Wall Street that stocks climb a wall of worry. That’s been the case in recent months. The AI-driven part of
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A Wealth of Common Sense: Waiting for the Coast to Clear on Inflation
Over the past few years, traders and investors have had to exercise patience with the Federal Reserve. As the central bank started to raise interest rates,
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Excess Returns: The Case for a Continued Rally
While markets have pulled back slightly over the past few weeks, that’s a normal summer trend. The market tends to pause over the summer, decline
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BiggerPockets: Seeing Greene: Investing with High DTI, When to Refi, & Getting Out of Debt
The real estate market has been largely “stuck” for nearly two years now. High mortgage rates have made homebuying challenging for first-time buyers. For existing
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Rebel Capitalist: Next Phase of the Commercial Real Estate Crash Is Here
Commercial real estate has struggled in recent years. First, retail spaces saw a decline in demand as buying shifted online. But the pandemic led to a
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Game of Trades: A Once in a Financial Lifetime Event Is Here
Between 1968 and 1980, stocks traded flat. However, adjusted for the waves of inflation that occurred during the 1970s, real returns were close to -70%. So
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The Maverick of Wall Street: Consumer Stocks Are Crashing As Credit Card Delinquencies Hit the Highest Level Since 2008
Consumer spending remains the lion’s share of the U.S. economy. The past few years have seen some big shifts in consumer spending trends. During
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David Lin: Roaring 20’s Is Back: S&P to 8,000 Says Economist Who Called Rally
While bear markets tend to last for 18 months on average, bull markets tend to last for years. Both 2020 and 2022 saw bear markets. It’
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The Compound and Friends: Get out of Cash
Markets stand at a pivot point. Growth is slowing. And unemployment has ticked higher. It’s now at 4%, right at the Fed’s target rate.
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Lead-Lag Report: From Nord Stream to Taiwan: Brandon Weichert on Global Flashpoints
The stock market is having a strong year. So far, the only thing that has derailed the market rally has been some geopolitical fears back in
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