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The S&P 500 has rallied 28% over the trailing year while the 10Y-2Y yield spread compressed to 1%, yet consumer sentiment sits at 53.3 in recessionary territory.
Why it matters: The S&P 500 has rallied 28% over the trailing year while the 10Y-2Y yield spread compressed to 1%, yet consumer sentiment sits at 53.3 in recessionary territory.
Trump is ratcheting up threats as the Iran war and the Strait of Hormuz crisis move closer to a direct U.S. flashpoint. That matters because one presidential move can raise the...
Why it matters: Trump is ratcheting up threats as the Iran war and the Strait of Hormuz crisis move closer to a direct U.S. flashpoint. That matters because one presidential move can raise the...
State of the Oligarchy — NOLIGARCHY.US const DATA = [{ newsletter_json: {"week_of":"March 22, 2026","week_theme":"oligarchy in the crosshairs: tech barons weaponize hype, politi...
Why it matters: State of the Oligarchy — NOLIGARCHY.US const DATA = [{ newsletter_json: {"week_of":"March 22, 2026","week_theme":"oligarchy in the crosshairs: tech barons weaponize hype, politi...