David Stockman

Sans The Inventory Builds—A Hollow Recovery

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Chart of the Day: Dangerous Divergence? Nah, It’s Probably Nothing!

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The Fetid Fruits of Empire: Too Many Wars, Too Many Enemies

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Time-To-Equity: The Ticking Clock On Auto Loan Defaults

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Why The Fed Will Ignite The Next “Financial Crisis”

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Now Comes Boondoggle Don—Why Infrastructure Won’t MAGA

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Enough Malarkey From The Generals: H.R McMaster’s Plan For Winning The War…..In Vietnam, That Is!

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Rising 10 Year Treasury Yield Vs. TIPS Hits 2.09%— Refutes “Lowflation” Case

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$2 Trillion of Short Vol Trades: Why The Coming Crash Will Be Like 1987…But Worse

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Here Comes The Great Bond Reset—-10-Yr Treasury Yields Blow Out To 2.72%

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