So the bottom line for everybody watching us right now in that kind of higher interest rate regime, companies that control assets are worth more. Uh whereas software companies and companies that control intellectual property, the Netflix of the world, all the software companies in that new inflation regime, those companies are worth less. What's going on guys.Today we've got a very special treat. I've got Larry McDonald. He's a New York Times bestselling author and he is the founder of the Bear Traps Report ...

On the Kalshi platform, bets on a US recession are rising sharply. https://t.co/Vp0SVitAD8 ...

Our weekly podcast on America. This week, whether the war will have a lasting effect on the US economy https://t.co/1xLNnPrHsZ ...

A new letter is being used to describe the US economy, a tiny tweak that could have big implications for the country’s largest retailers https://t.co/c333HqXVPD ...

AT THE FUTURES THIS MORNING. LOOKS LIKE THE DOW IS UP BY ABOUT 250 POINTS. NASDAQ FUTURES UP BY OVER 150 POINTS. THE S&P FUTURES UP BY 35.JOINING US RIGHT NOW IS ROGER ALTMAN. HE IS THE FOUNDER AND SENIOR CHAIRMAN OF EVERCORE. AND ROGER LET'S TALK THIS THROUGH.YOU'VE BEEN WATCHING THE MARKETS FOR A LONG TIME. YOU'VE HAD CLIENTS YOU'VE BEEN ADVISING FOR A LONG TIME. WHERE DOES THIS RANK IN TERMS OF WHAT YOU TELL PEOPLE.BECAUSE THE MARKET'S REACTION, FRANKLY, HAS BEEN ONE TO BRUSH OFF MUCH OF THE CONCERNS AND ...

Whether rich Americans are driving an ever-larger share of consumer spending has become a key debate — one with big implications for how resilient the US economy is https://t.co/WmcekXrqvF ...

>> I'D LOVE TO COME BACK, YOU KNOW, FIGURE OUT A SOLUTION. >> YEAH. COME BACK.LIKE LET'S BRAINSTORM SOME MORE ABOUT THIS BECAUSE I THINK IT'S FROM PEOPLE WHO ARE ACTUALLY IN THE MARKET SEEING THESE THINGS THAT WE'LL. >> GET THAT ACTUALLY CARE THAT AREN'T LOOKING TO TAKE ADVANTAGE. >> YEAH.THANK YOU GUYS VERY MUCH. >> THANKS. >> ALL RIGHT, FOLKS, OUR NEXT GUEST WILL WEIGH IN ON THE IRAN WAR, ENERGY PRICES AND MUCH MORE.JOINING US RIGHT NOW IS WHITE HOUSE NATIONAL ECONOMIC COUNCIL DIRECTOR KEVIN HASSETT. AND ...

In the US, stagflation has become synonymous with the 1970s — a macroeconomic dumpster fire that bears no resemblance to today’s economy, @JonathanJLevin says (via @opinion) https://t.co/HIPB0b0YPB ...

Economic Indicators - Initial jobless claims for last week were reported at 213,000, a slight decrease from the revised figure of 214,000 the previous week, indicating that companies are not yet laying off employees [1] - Continuing claims decreased to 1,850,000 from 1,871,000 the week before, further suggesting stability in employment [1] Trade and Housing Market - The trade deficit for January was smaller than expected at -$54.5 billion, down from -$72.9 billion in December, with imports decreasing by 0.7% and exports increasing by 5.5%, indicating potential tariff effects [2] - Housing starts in January rose by 7.2%, contrary to expectations of a 4.5% decline, although building permits fell by 5.4% [2][3]

STABLECOIN ISSUERS NOW HOLD NEARLY $200 BILLION IN US TREASURIESMajor providers (Tether, Circle & others) collectively control roughly $195B in US government debt as of March 2026.This surpasses Germany ($103B), rivals South Korea & Saudi Arabia, and slots the entire stablecoin sector into the global top 15-18 Treasury holders.One of the fastest-growing private buyers financing America under GENIUS Act clarity.The stablecoin industry is strengthening the US economy. ...