Hard-hitting macro insights for freedom-minded investors like you!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 195 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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rebelcapitalist.comLatest Issues
Rebel Capitalist Weekly Report | Oct 05, 2026
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
Interest Rates Just Hit a 2002 High. It Is Not the Debt That Should Scare You.
TL;DR
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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.
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Long rates are set by growth and inflation expectations, not de...
Rebel Capitalist Weekly Report | Sep 27, 2026
A blowout PMI pushed the ten year back above 5 percent, steepened the curve, lifted the dollar, and shoved the odds of another Fed hike from 57 to 64 in one print. Here is what the tape is saying, and the number next week that decides if it...
The $2 Trillion Apartment Bomb Is Really a Bank Story
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TL;DR
- A Wall Street Journal report this week put apartment landlords on the hook for about $1.8 trillion in debt over the next decade, the most of any slice of commercial real estate, with roughly $757 billion of it...
The Fed Just Hiked Rates. The Bond Market Disagreed.
TL;DR
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The Fed raised rates a quarter point to 3.75 to 4 percent, its first hike since 2023, and signaled one more before year-end.
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The tell was not the hike. It was the 10-year Treasury yield, which fell on the hawkish news in...
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Authors
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Official Rebel Capitalist channel manager...
macro, investing.
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