Don’t Cry for Trump ArgentinaArgentine Households Under the Poverty Line6d agoA response icon16d agoA response icon1
Fund-Flows FumbleThe nominal-spending in the first 18-days of fiscal-2026 is the same (~$500B) as last year at the same point, but the net-transfer (what…Oct 30Oct 30
Long Term Fund-Flows Are Still Bullish. Short Term Seasonal Weakness PossibleAs expected, the average net-transfers have peaked and have dropped from +$14B/day to +$4B/day since the mid-September tax-take (pink…Sep 28Sep 28
Fear, Greed, And Money Reign Supreme — Even Among The Machines.Alfonso Soler/iStock via Getty ImagesSep 25Sep 25
What Taxes Tell US About Corporate Profits and EmploymentTaxes are collected on a daily basis and can provide real-time information about corporate profits and employment levels in advance of…Aug 13Aug 13
A Checkup on the Economic ScrewsMost economic indicators (‘screws’) remain tight, signaling continued growth and no recession risk for the next 12 months.Jul 5Jul 5
The Exponential Phase of the Primary Bull Market Is Still to Come (but not if we wait for the…Ljupco/iStock via Getty ImagesJun 2Jun 2
A Peek at A Couple of Our Market ModelsThe repo model made its #21 high two-weeks ago. The SPX has now confirmed its #21 high.May 21May 21
Fund-Flows and FinancialBank credit increased by a spectacular $99B in the week ended April 16/25. All loan types increased, but commercial and industrial, and…Apr 29Apr 29
The “Trump Touch”, and Market Disconnect from Financial-FlowsEverything and everyone Trump touches goes bankrupt, financially and morally.Apr 20Apr 20
