macro
Personal Stakes Personal Stakes · Macro Brief Tuesday, September 29, 2026 Macro Musings · Daily Briefing · Tuesday, September 29, 2026 Every satisfying number on your screen is lying except the yield share of consumers expecting higher interest rates over next year up over five percentage points from September. US Treasury yields are
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Personal Stakes Personal Stakes · Macro Brief Friday, September 25, 2026 Macro Musings · Daily Briefing · Friday, September 25, 2026 The economy can't decide if it's thriving or doomed so it's doing both at once median sales price of new homes down 5.8% from a
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Personal Stakes Personal Stakes · Macro Brief Thursday, September 24, 2026 Macro Musings · Daily Briefing · Thursday, September 24, 2026 The entire Treasury curve is above 5% and new home sales are up because nothing says confidence like buying at 7% August new home sales up 6.4% month-over-month. US
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Personal Stakes Personal Stakes · Macro Brief Wednesday, September 23, 2026 Macro Musings · Daily Briefing · Wednesday, September 23, 2026 The economy won't slow down and the debt won't stop growing so naturally everything sold off Gold down 1.22% on the day. Luke Gromen and others argue
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Personal Stakes Personal Stakes · Macro Brief Tuesday, September 22, 2026 Macro Musings · Daily Briefing · Tuesday, September 22, 2026 Oil at $100 is the new normal and your portfolio knows it even if your commute doesn't oil price up $25 Roughly 200 days after the US and Israel attacked
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Personal Stakes Personal Stakes · Macro Brief Monday, September 21, 2026 Macro Musings · Daily Briefing · Monday, September 21, 2026 The Fed hiked rates and the market rallied like it heard good news, which is roughly how diesel got to $6.50 Nasdaq down 8% after the re-sync call. The Federal
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Personal Stakes Personal Stakes · Macro Brief Friday, September 18, 2026 Macro Musings · Daily Briefing · Friday, September 18, 2026 America's bills now exceed its paycheck and gold just passed $4,400 so at least something's working Gold up 20% over the past year. US interest costs and
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Personal Stakes Personal Stakes · Macro Brief Tuesday, September 15, 2026 Macro Musings · Daily Briefing · Tuesday, September 15, 2026 The Fed may hike this week not because it believes in it but because it's terrified not to 10-Year Treasury Yield up 3 bp on the day. Markets are
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Personal Stakes Personal Stakes · Macro Brief Monday, September 14, 2026 Macro Musings · Daily Briefing · Monday, September 14, 2026 The Fed cut rates 175 basis points and all you got was a 5% ten-year and six-dollar diesel Silver down 1.49% on the day. The US 10-year Treasury
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Personal Stakes Personal Stakes · Macro Brief Friday, September 11, 2026 Macro Musings · Daily Briefing · Friday, September 11, 2026 The Fed's cure for inflation might be inflationary, which is fun when diesel hits $6 and gold just shrugs Gold up 0.64% on the day. Analysts debate whether Fed
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Personal Stakes Personal Stakes · Macro Brief Tuesday, September 8, 2026 Macro Musings · Daily Briefing · Tuesday, September 8, 2026 Oil at $100 says the disinflation story runs on fumes while the government borrows to pay yesterday's bills average diesel price up 60% since the start of the year. Multiple
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Personal Stakes Personal Stakes · Macro Brief Monday, September 7, 2026 Macro Musings · Daily Briefing · Monday, September 7, 2026 Your dollars are still out there, they're just not sitting in Treasuries anymore Analysts warn of a 'China Shock 2.0' as Asian surplus economies shift state assets