The Economy Tracker
Your guide to navigating the economy and markets.
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The Fed's Impossible Position
Why Powell won't cut today, why Warsh seems to be a downgrade, and where the smart money is going next.
April 20, 2026
And the Markets are Signaling That They Agree
The Economy Tracker continues to shine.
The Lesson I Learned the Hard Way
What the Tricolor and First Brands Bankruptcies Reveal About the Next Phase of the Economy
Revisions don’t mean manipulation. They mean progress.
Part 2: The Circular Financing Loop
Part 1: The AI Infrastructure Capital Cycle
Now Watch 7,500 on the S&P 500
The Inflection Point: Squeeze or Crash?
This could change everything.
December 22, 2025
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