Don't let the economy surprise you.
Economic releases, key earnings, speeches, weather, and other market moving events for the week ahead are highlighted in our weekly Sunday note.
The US made about $4 billion on the recent SPR oil sales, selling high and now buying low. Was it luck bailing out hubris?
The Inevitable Recession
It will be nothing short of a miracle if we avoid some form of global recession over the next couple of years.
ChatGPT Unlikely To Disrupt Google
Google's infrastructure moat, speed, and trust continue to be overlooked when hyping up ChatGPT as a drop-in Google replacement.
In a decade Europe is either going to look like a genius on how to get tough things done or it’s going to be an economic madhouse.
The Odds of a US Railroad Strike
The potential for a US railroad labor strike continues to bubble up.
Europe Has a Debt Habit
Zombie companies now make up 20% of all European businesses, up from 11% in 2008.
Hurdle Rate Remains 10%
Hurdle Rate: what you must clear on a risk-adjusted basis for it to make sense to buy something other than treasuries.
Why Is Tipping Everywhere You Checkout?
Keeping posted prices low while offering a path for customers to pay more is the best way to give a raise for both the employer and employee.
Germany Exports Up as Euro Devalues
Of course the US and China (Yuan is pegged to USD) will scramble to buy cheaper Euro denominated goods.