Jul 31, 2026
•
3 min read
Congress passed a housing bill last month. A ribbon-cutting does not close a gap that size, and the Fed made sure of it again this week.
Jul 30, 2026
2 min read
When residents leave, they take their income and their tax base with them. Higher taxes on fewer people push out more people — a flywheel that has been running since 2020.
Jul 29, 2026
If those 10 stocks drop 20% while everything else holds flat, your 'diversified' fund loses 8%. That's not a worst-case scenario. That's arithmetic.
Jul 28, 2026
It's a Stack of Treasury Bonds — IOUs From One Arm of Government to Another — and They're Being Cashed in Faster Every Year
Jul 24, 2026
Supply chains don't reorganize on an 18-month timeline. Factories don't move that fast. Prices do — and they already are. That's what matters to your money, whatever side of the debate you're on.
Jul 23, 2026
The other 490 companies split what's left. Ray has the chart.
Jul 22, 2026
Small business: 67%. Congress: 9%. A gap that wide is worth saying out loud at dinner tonight — and you'll have a source when someone asks.
Jul 21, 2026
U.S. data centers will draw 204 TWh this year — more than most individual states use. Grid upgrades, new plants, transmission lines: somebody pays, and it is not the tech companies.
Jul 17, 2026
China's 277,000 acres are real. Canada's 15.3 million — a full third of all foreign-held U.S. farmland — rarely comes up.
Jul 16, 2026
New-car payments just hit $770 a month. Those two numbers tell the same story.
Jul 15, 2026
No roads, no carriers, no benefits — just the tab for borrowing Washington already did.
Jul 14, 2026
A 57,000-man study across 53 countries confirms the drop — and after 2000, the annual rate of decline more than doubled.
