Hard-hitting macro insights for freedom-minded investors like you!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 177 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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rebelcapitalist.comLatest Issues
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.
Life Support
Home sales just fell to financial-crisis levels while prices printed a fresh record. One of those two numbers is not telling the truth.
Here is a number that should stop you cold. In June, existing home sales in the United States ran at a...
Nobody Can Short This
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The most expensive stock in the history of initial public offerings just spent its first month falling.
SpaceX went public on June 12 at $135 a share, ripped to almost $226 within four days, and has been bleeding lower ever...
The Cliff
How a single data revision erased three points of U.S. growth...and why the June jobs report makes the real picture darker than the headlines suggest.
Two weeks ago the Atlanta Fed’s real-time growth tracker said the U.S. economy was cruis...
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macro, investing.
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