Bond Bubble Bust in Progress

by pentoport | May 1, 2026 | Commentary

The Bond Bubble’s Reckoning Few Americans grasp what the Federal Reserve truly does. Its “credit creation” isn’t mystical; it’s the manufacture of liquidity for Wall Street through electronic fiat conjured from nothing but faith in government restraint — faith that...

Mid-Week Reality Check – 4/29/26

by pentoport | Apr 29, 2026 | Podcasts

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Mid-Week Reality Check – 4/22/26

by pentoport | Apr 22, 2026 | Podcasts

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Mid-Week Reality Check – 4/15/26

by pentoport | Apr 15, 2026 | Podcasts

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Mid-Week Reality Check – 4/8/26

by pentoport | Apr 8, 2026 | Podcasts

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Mid-Week Reality Check – 4/1/26

by pentoport | Apr 1, 2026 | Podcasts

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Mid-Week Reality Check – 3/25/26

by pentoport | Mar 25, 2026 | Podcasts

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Anemic Labor Market and the End of Passive Money Flows

by pentoport | Mar 20, 2026 | Commentary

March 20, 2026 Anemic Labor Market and the End of Passive Money Flows The weakening Labor Market is reducing the flow of passive dollars into the stock market. Both labor supply and labor demand are falling in tandem. On the supply side, immigration into the US has...

Mid-Week Reality Check – 3/18/26

by pentoport | Mar 18, 2026 | Podcasts

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Stagflation Sojourn

by pentoport | Mar 12, 2026 | Commentary

March 12, 2026 Stagflation is bad for most stocks in nominal terms and even worse in real terms. The alarming employment data coupled with a large spike in oil prices helped send stocks down for the worst weekly performance in nearly a year last week. However, this is...