I love tacos. Breakfast tacos, street tacos, weird homemade tacos — all of it. But I finally found a taco I don’t care for: the taco trade. Because when the market…

We didn’t send the email Friday because the missus’ bike chain broke 15 miles out… and the markets were closed for Good Friday. Lucky coincidence or bad omen? I genuinely don’t know,…

Not much sugarcoating this week. Macro is messy, volatility is the point, and the “this will be quick” narrative is aging like milk. So we’re doing what we always do…

If you’ve been investing like “the economy is totally fine and nothing weird is happening,” Commerce and the BEA would like a word. We got a Q4 GDP print that’s…

If you’ve been wondering when the labor market would stop cosplaying as “fine”… congratulations, your moment has arrived. The February jobs report dropped today and it’s not good. Not “uh-oh”…

If you were hoping for a calm week where inflation politely drifts to 2%, the Fed cuts rates, and everyone holds hands…lol. We got producer inflation popping again, the weekend…

If you’ve been feeling like we’re playing economic Jenga—pulling pieces out and pretending the tower is “fine”—this week didn’t exactly calm that down. We got slower growth, hotter inflation, and…

If you’re feeling like prices didn’t magically behave just because the headline says they did… you’re not crazy. The “official” inflation report finally dropped, and the top-line number is supposed to be…

If you’ve been staring at headlines like, “Best economy in the world!” while your wallet makes sad trombone noises… you are not crazy. This week’s theme is Narrative vs. Numbers…