Sitemap - 2025 - Fallacy Alarm
Canada is in one of its greatest ever economic crises - and doesn't seem to realize it.
How is the US labor market doing?
Are we dealing with Bond Pain Trade 2.0?
Can't China just open its financial gates and win this?
Markets in turmoil - now what?
More meat to the natural gas bear case.
Rocket is buying Mr. Cooper Group.
Borrowers' strike? Toronto, do we have a problem?
Mr. Market is a Treasuries junkie.
Why and when are trade deficits good?
The unwind of the Fed SuperCycle
Why doesn’t Germany take Trump’s outstretched hand on Ukraine?
The US administration wants rates down.
Is the US economy falling off a cliff right now?
NVDA 4Q25: A few more thoughts on Jevons paradox
ROOT & LMND 4Q24 earnings review
The most delicate irony of the German election aftermath
Grid fees: Another nail in the coffin for the German energy transition.
Tariffs will send interest rates DOWN.
Let's try to contextualize DeepSeek.
Is it time to short natural gas?
We need to talk more about the US Dollar.
When will FOMO hit the housing market?