Same Fed?

by pentoport | Jun 18, 2026 | Commentary

June 18, 2026 The Fed, under its new Chairman Kevin Warsh, said last Thursday that it will be purchasing $10 billion per month of Treasuries to ensure the banking system has ample reserves. He reasserted the proclivity for balance sheet growth at his first FOMC...

Mid-Week Reality Check – 6/17/26

by pentoport | Jun 17, 2026 | Podcasts

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Mid-Week Reality Check – 6/10/26

by pentoport | Jun 10, 2026 | Podcasts

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The Great Debt Debacle Has Arrived

by pentoport | May 28, 2026 | Commentary

May 28, 2026 The United States has now crossed a line that no developed economy in world history has ever crossed and survived intact. In just the past decade, our national debt has doubled. Not grown modestly. Not increased in line with GDP. Doubled. And that is...

Mid-Week Reality Check – 5/27/26

by pentoport | May 27, 2026 | Podcasts

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Mid-Week Reality Check – 5/20/26

by pentoport | May 20, 2026 | Podcasts

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The Consumer is Breaking but Stocks Do Not Care…For Now

by pentoport | May 14, 2026 | Commentary

May 14, 2026 The Mirage of Employment Let us begin with a number that the financial media has chosen, with characteristic cowardice, to bury beneath triumphant headlines about a resilient labor market: 55,000. That is the average monthly job growth in the United...

Mid-Week Reality Check – 5/13/26

by pentoport | May 13, 2026 | Podcasts

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The Inflation Inferno and the Coming Recession

by pentoport | May 7, 2026 | Commentary

May 6, 2026 The Inflation Inferno The evidence of an inflation wildfire scorching its way through the American economy is no longer a matter of debate—it is a matter of documented, irrefutable fact. The ISM Manufacturing Prices Paid Index surged to 84.6 in April, up...

Mid-Week Reality Check – 5/6/26

by pentoport | May 6, 2026 | Podcasts

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