Economy

Economic data quality deteriorates — 2 thoughts for investors 🧮

Plus a charted review of the macro crosscurrents 🔀

Jun 8 •

An economic warning sign in the hard data ⚠️

Business investment activity took a hit in April 👎

May 27 •

Remembering moments when I thought things took a permanent turn for the worse 🙇‍♂️

Plus a charted review of the macro crosscurrents 🔀

May 18 •

How much inventory did companies actually build ahead of tariffs? 🤷🏻‍♂️

Plus a charted review of the macro crosscurrents 🔀

May 11 •

What does the negative GDP report really tell us? 🤔

A few thoughts regarding an ambiguous headline metric 🇺🇸

Apr 30 •

CHART: The confusing state of the economy 📊

Plus a charted review of the macro crosscurrents 🔀

Apr 27 •

We're gonna get ambiguous signals in the economic data 😵‍💫

Tariff talk is messing up economic activity in conflicting ways 🫠

Apr 15 •

The unsettling update we should brace for during earnings season 😬

Will companies yank guidance? 🗺️

Apr 8 •

The stock market's history with recessions 📉

Investing in the stock market means having to consider tough scenarios 😭

Apr 3 •

Rising anti-American sentiment is not great for the American brand abroad 🇺🇸

Goldman Sachs warns 'Boycott America' could drag on GDP 👎

Apr 2 •

Wall Street's view on tariffs summed up in two lengthy sentences 📝

The cons and the stuff offsetting some of those cons ⚖️

Mar 10 •

A BIG economic question right now 🤔

Tariff threats have people pulling forward purchases, and that means payback down the road 💸

Mar 4 •

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