AI Provided Nearly All the GDP Growth in the First Quarter
• https://mishtalk.com, By MishLet's go over the AI-GDP math to see how I arrive at the numbers.
Contents Pages by Subject
Economy - Economics USA
The oil shock is about to hit America
• Tik TokUS Economy Expands at 2.0 Percent in 2026 Q1, a Look at the Numbers
• https://mishtalk.com, By MishThe numbers suggest a mixed bag. There were two big distortions in the first quarter.
Schiff on Resource Talks: Oil Will Stay High, the Fed Blew It
• https://www.schiffgold.com, InterviewsLast week, Peter joined Mark on Resource Talks to walk through how higher energy prices, central-bank policy, and market psychology are shaping the next few years.
Why You Should Have Hope in 2026
• https://www.schiffgold.com, Original AnalysisWhile constantly predicting the inevitable decline of the dollar and the governmentally-entwined systems of commerce that our society is centered around is not often a joyful job, there are still some things that should give you hope for the state of
The Trump Administration Aims to Penalize Disabled Adults Who Live With Their Families
• https://thefreethoughtproject.com, ProPublicaA rule change pushed by White House officials would slash benefits or end support for as many as 400,000 Supplemental Security Income recipients with Down syndrome, dementia and other disabilities whose parents or relatives receive SNAP benefits.
Congress Seeks to Prevent China from Building Cars in the US. Good Idea?
• https://mishtalk.com, By MishIf you want to pay more and get less, it's a great idea.
There's a line in yesterday's FT piece that should sharpen the focus of anyone in insurance
• Linkedin...private credit, or regulation:
Paul Tudor Jones says the US is more dependent on equity prices than ever,...
• Twitter...and explains what a 35% correction would trigger in the economy:
Agricultural commodities are now breaking out decisively from nearly 20-year resistance.
• LinkedinWhen energy moves, food prices tend to follow.
10 days ago I had dinner with a private equity veteran who walked me through a structural problem
• Linkedin...in the asset class that I had not fully appreciated before.
Two Big Loan Defaults Add to Pain in Private-Credit Funds
• Wall Street JournalSoftware maker Medallia, dental-services provider Affordable Care can't repay billions borrowed from private-credit lenders including Blackstone and KKR
Housing market is crumbling
• LinkedinU.S. home-buyer demand just hit its lowest level ever for the month of March
A $1.1 billion loan fell from 98 cents to 69 cents. Now the sponsor may hand the company to lenders
• LinkedinYou'd think that would have a sizable impact on BCRED's NAV (where the position represents roughly 1.8% of net assets).
The Fed Destroyed Sound Money
• https://www.lewrockwell.com, SchiffGold.comOn Tuesday's episode of the Peter Schiff Show, Peter walks listeners through the Fed's origin story and how the institution's structure and mission has warped the U.S. monetary system.
55 Percent Of Americans Say That Their Financial Situations Are Getting Worse...
• https://theeconomiccollapseblog.com, By Michael55 Percent Of Americans Say That Their Financial Situations Are Getting Worse – That Is An All-Time Record High
When Food Prices Rise, Small Farmers Have This Advantage - Joel Salatin
• Beyond Labels Podcast ClipsFrom Episode #242: Joel Salatin on the Looming Food Price Spike
FDR to Obama: How Dumb Government Actions Made the Great Depression and Recession Worse
• https://www.youtube.com, John StosselWhen there's a problem, politicians always have "solutions."
Warsh Will Now Be Confirmed as Fed Chair. But What Does it Mean?
• https://mishtalk.com, By MishLet's investigate the theory that a "great new game" is underway.
Gen Z's Economic Disadvantage and What They Can Do About It
• MisesInflation is hollowing out the middle class and making life more difficult for Gen Z. However, in some cases, the situation is overstated--especially when compared to other historical periods.
The Great Migration of Capital Within the United States
• https://www.activistpost.com, Martin ArmstrongWhat we are witnessing across the United States is not just people relocating.
State Wars Bleed a Nation to Death
• https://www.activistpost.com, George Ford SmithTeddy Roosevelt would be so pleased if he could see the world today, with a US military presence virtually everywhere on the planet.
All Quiet on the Long-Bond Front. How Long Can This Last?
• https://mishtalk.com, By MishThe 30-year bond has been remarkable stable given wild stock and oil market gyrations.
...there is a risk that the long-time assumption of endless demand for USTs may not hold much longer
• LinkedinWhy would Hank Paulson, former Treasury Secretary 2006-09, suddenly appear and talk about wavering confidence in the US Treasury securities market? Let's unpack what Paulson said to Bloomberg last week.
A Messy Tariff Refund Process Has Begun. Sorry, Businesses Only for Now
• https://mishtalk.com, By MishCustoms launched its online portal Monday starting a refund process.
When is Debt Good?
• Schiff GoldNational debt is a problem because it forces the people to bear a risk that they have no desire for or understanding of.
Jeffrey Sachs on the Real Origins of the Iran War and the Coming Economic Devastation
• https://tuckercarlson.com, The Tucker Carlson ShowJeffrey Sachs on the real origins of the Iran war, and the coming economic devastation.
The Private Credit Infection
• Schiff GoldThe argument against private credit states that banks have enough exposure to private credit that they will bear large and asymmetric risks if the private credit market ever takes a turn for the worse.
Trump Calls For 2020 Election To Be Completely Overturned In Wake of SPLC Revelations!
• Banned.video - Alex JonesThat Means All Actions of Biden Admin Were Illegitimate! PLUS, Netherlands To Legalize Humanoid Babies In Name of LGBT! Consumer Sentiment Plunges On Inflation! Top Economist Dr. Kirk Elliott Warns Trump Has Only Weeks To Open The Strait Of Hormuz Or
Yale Professor Defines Elderly Americans as the New Class Enemy
• https://paulcraigroberts.org, Paul Craig RobertsA Yale University professor of law and history, Samuel Moyn, has resurrected and redefined Marxian class conflict. In the old Marxism, the capitalists exploited the workers.
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