Sep 9, 2026
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2 min read
The Missing 18 Cents Is Coming Out of Your Pocket.
Sep 8, 2026
Office buildings are collateral for loans. Those loans live inside pension funds, bond funds, and insurance companies — and delinquencies just hit 12.3%, another all-time record.
Sep 7, 2026
3 min read
The Fed may raise rates for the first time in three years on September 16. If your retirement plan assumes rates fall from here, that assumption is worth testing this week.
Sep 4, 2026
The bottom 50% covered 3.3% of the bill. One group is 1% of all filers. The other is half the country."
Sep 3, 2026
It went from 5% of all tracked job cuts in 2025 to 24% this year. The pace is not flattening.
Sep 2, 2026
The same 75-year record that makes September ugly makes November the best month of the year. Selling now means missing that.
Sep 1, 2026
When you bought, the price-to-income ratio was 3.5x. They're facing 5x — with a 30-year mortgage already sitting at 6.66%.
Aug 31, 2026
New York, California, and Illinois were the losers. Florida and Texas were the winners. The 2030 census projection makes this decade look like a warm-up.
Aug 29, 2026
When a working family needs a six- or seven-year loan to replace a 12-year-old sedan, they aren't reading PCE reports. They already know what inflation did.
Aug 28, 2026
New Fed Chair Kevin Warsh delivers his first major speech at Jackson Hole today. Bond traders will hang on every word, but today's chart already said it plainly.
Aug 27, 2026
A $46 billion deficit on $880 billion in two-way trade is about as close to balanced as international trade gets. Today's chart puts that in plain sight.
Aug 26, 2026
From 1980 to 2000, gold fell while governments spent responsibly. Then the spending took off. The chart since then is really a chart of the dollar.
