
Hard-hitting macro insights for freedom-minded investors like you!
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 198 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||

The most important company in AI just filed to go public, and the same morning Microsoft paid 60,000 people to leave and Meta asked for 95 billion dollars. Three headlines, one story, and a number that could pop the bubble.
The Tape
The hottest inflation prints in years landed this week, and interest rates did the exact opposite of what everyone screamed. That one contradiction is the whole story, and it points straight at a recession. Your weekly read on the economy....
Bond volatility just woke up, the dollar hit the danger zone, and the oldest story in macro, that printing money sinks a currency, falls apart the second you check the tape. Your weekly read on what is really going on inside the economy.
T...
The jobs number was ugly, inflation got quietly revised away, and the one chart that should actually scare you had nothing to do with either. Here is your weekly read on what is really going on inside the economy.
The Tape
The 30-year Treasury yield hit 5.6 percent this week, its highest reading since 2002, and the media is blaming the national debt. That is the wrong villain.
Long rates are set by growth and inflation expectations, not de...
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The writers behind this newsletter.
Official Rebel Capitalist channel manager...
macro, investing.
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