Hard-hitting macro insights for freedom-minded investors like you!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 180 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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rebelcapitalist.comLatest Issues
Nvidia's $250B OpenAI Backstop and the Credit Market Tell
Monday’s tape said nothing happened.
The Dow closed up 262 points, about half a percent, at 52,210. The S&P 500 finished up a point and change, call it flat. The Nasdaq slipped a fifth of a percent. Brent settled 6.3% lower at $85.87 after...
Capex Or Overhead?
Alphabet posted its best earnings in history and its first negative free cash flow in 22 years...understanding both numbers is the only way to read what is really happening here..
On Wednesday night Alphabet told the world its earnings per...
Borrowed Time
One in thirty Koreans just got a margin call. The number sitting in American brokerage accounts is bigger. Weekly Report by George Gammon.
Inflation came in soft last week. Two prints, both below consensus, both cheered.
Robbing Peter?
AI capex just pushed hyperscaler free cash flow toward zero. The rotation Wall Street calls healthy looks a lot more like the top of a mania. Here's what they are missing.
The most important number in markets right now is not a stock price...
Running Out of Runway
When consumer credit shrinks, Wall Street calls it responsible deleveraging...but the delinquency data tells a completely different story...Economic updates from George Gammon.
Here is a number that is supposed to be good news.
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