Newsletter
🐋 0.3% at 8:30am Decides September. Nvidia Decides the Rest.
Core PCE and a $92B Earnings Bar — Both Land Today, 8 Hours Apart.
Whales Investing
Newsletter
🐋 WARNING: Official Buyers Now Own 24% of the Gold Market
In 2022 It Was 10%. That Shift Is Doing More Than Any Forecast.
Newsletter
🐋 Gold Broke $4,600 While Stocks Had Their Worst Week Since July
Nasdaq –2.05%. S&P Below 7,700. Wednesday Decides Whether It Continues.
Newsletter
🐋 Banks Now Put AI Spending at $1.2 TRILLION by 2027
And the Grid Operator's Capacity Auction Just Failed to Fill.
Newsletter
🐋 Nvidia and Core PCE Land Within Hours of Each Other — Aug 26
Six Days Out. Then Warsh's First Jackson Hole on the 27th.
Newsletter
🐋 Americans Paid 2.8% More Per Trip and Made Fewer Trips
That's the Whole Economy in One Line of a Retail Earnings Report.
Newsletter
🐋 Nasdaq Is 1.4% From a Record. The Consumer Just Stopped Spending.
One of Those Two Facts Gets Corrected in the Next Ten Days.
Newsletter
🐋 WARNING: Americans Just Stopped Spending — First Drop in 9 Months
Retail Sales Fell 0.6%. Online Sales Fell 2.2%. Sentiment Hit 51.
Newsletter
🐋 The 0.4% Buried Inside Yesterday's "Good" Inflation Report
Headline PPI Was Flat. The Number Feeding the Fed's Gauge Quadrupled.
Newsletter
🐋 Inflation 3.4%. Your Raise: 3.2%. Guess Who Loses.
The CPI Landed Perfectly on Forecast — And Real Wages Still Fell 0.2%.
Newsletter
🐋 0.253% — The Decimal That Decides the Fed's September
Rounds Down and Rates Hold. Rounds Up and the Hawks Are Back.
Newsletter
🐋 WARNING: Producer Prices Hit 4.9% — Nobody's Watching This One
Consumer prices say 3.4%. The gap hits your wallet in 3 months.