The Middle Class Is Getting Crushed—Again
Young buyers are priced out, grads can’t find jobs, and everyday spending is collapsing Dear Friend, Well, well, well—look who’s back from the dead. Small-cap stocks just staged the ultimate comeback, crushing the S&P and Nasdaq like they’ve got something to prove (which, to be fair, they do). Turns out all they needed was a […]
Wall Street Cheers While the Economy Cracks
Inflation climbs, jobless claims spike, but the Dow’s dancing past 46K like nothing’s wrong Dear Friend, The Dow finally hit 46,000 like it just won the Olympics—never mind that inflation’s heating up and jobless claims just spiked to 2021 levels. But hey, if the Fed’s handing out rate cuts like holiday coupons, who’s complaining? Meanwhile, […]
Wall Street’s Rally Is Built on Bad News
Weak jobs push markets higher—Powell may finally cave Dear Friend, Well, look who finally blinked—Wall Street’s throwing a rate-cut rave because job numbers flopped harder than an AI-written eBay listing. The Fed might actually cut, Trump’s sneaking his guy into the central bank, and somehow, gold, tech, and Amazon’s space dreams are all soaring like […]
Stocks Soar While Inflation Refuses to Die
Powell teases cuts, but Friday’s numbers could torch the rally Dear Friend, Well, the market’s flexing like it just benched 500 pounds—S&P and Dow hit new records after the government “revised” GDP up to 3.3%. Amazing what happens when you let the same folks who misspell your name at the DMV rewrite economic history. Jerome […]
The Fed Just Admitted It Screwed Up
Powell quietly walks back failed frameworkIs this the end of easy money forever? Dear Friend, Remember all that tariff panic? Turns out the S&P 500 just dropped one of its strongest earnings seasons ever, up 11% year-over-year—so much for doom and gloom. Big Tech crushed it (minus Tesla), the weak dollar gave overseas sales a […]
Your Rally Is Built on Lies and Tariffs
Stocks are rising but for all the wrong reasons Dear Friend, So much for that September rate cut—July inflation just crashed the party with a 0.9% pop, the biggest spike in over three years. Rate-cut hopes? Nuked. Small-cap stocks? Smacked. Deere’s even coughing up $600M in tariffs this year, and Wall Street’s starting to feel […]
Is the AI Boom Setting You Up to Fail?
Free cash flow is tanking behind the hype Dear Friend, The Nasdaq just notched another record high—because apparently tariffs, Fed drama, and dot-com flashbacks are no match for blind optimism. Trump’s lining up Stephen Miran for the Fed board (translation: rate cuts incoming?), bond yields are twitchy, and Europe’s giving mixed signals like a flaky […]
Can You Survive Trump’s Tariff Storm?
Imports tax increase kicks in August Dear Friend, Trump just went full Oprah with tariffs—Canada gets 35%, most of the world gets 10%, and even your $12 trinkets from abroad are getting taxed starting next month. Meanwhile, copper markets are confused, India’s slapped with a “Russia penalty,” and trade talks with China ended in a […]
Think Your Portfolio’s Winning? Think Again
Someone’s getting played—don’t let it be you Dear Friend, The S&P 500 is soaring, the economic indicators are flashing warning lights, and Wall Street strategists are changing forecasts faster than Biden changes ice cream flavors. No one can explain the rally—except maybe vibes and a touch of pixie dust. Meanwhile, the Leading Economic Index keeps […]
Are You Ready for Rate Shock?
Rate cuts may be further away Dear Friend, The markets are sizzling like a July grill—record highs, big crypto wins, and meme stocks back from the dead. But don’t let the sunshine fool you—tariffs are quietly creeping into prices, inflation’s ticking up, and Trump’s out here trying to redesign Coca-Cola. Yes, really. Meanwhile, Netflix is […]