The Great Bank Unshackling Begins
The leash is snapping.Washington is signaling a retreat from the post-2023 regulatory tightening. Market participants are no longer whispering about…
The leash is snapping.Washington is signaling a retreat from the post-2023 regulatory tightening. Market participants are no longer whispering about…
The private jets land. The champagne chills. The world burns.Davos 2026 is no longer a victory lap for neoliberalism. It…
The Mirage of the Resilient ConsumerYield is a drug. Investors are hooked. The withdrawal is painful. As of mid-January, the…
The American dream is a math problem. It is currently unsolvable for millions.Homeownership has transitioned from a rite of passage…
The Arctic Premium Crushes the American NortheastThe mercury is falling. Markets are rising. A massive Arctic blast is currently tearing…
The Bull Market TrapThe tape does not lie. Prices are high. Yields are stubborn. Investors are trapped in a cycle…
The Alchemy of Fifty to OneFifty to one. That is the leverage ratio the United Nations Development Programme is pitching…
The Board is SetThe dice are cast. Markets do not care for heritage. They care for throughput. While cultural commentators…
The Anchor in the West WingThe signal was sent today. Kevin Hassett is not moving. During a brief exchange captured…
The Tape is Bleeding Red at the ThresholdBitcoin is choking. The six figure dream remains a hallucination for now. Despite…