Podcast
GRO MONEY NEWS
- Year-end tape is quiet; risk doesn’t take holidays.
- Year-End Quiet, Real Money Moves: Thin liquidity, loud signals.
- Year-end tape is thin, but the story is loud.
- A Capital Stack Before Christmas
- Holiday Liquidity, Billion-Dollar Bids
- The Short Week That Can Still Hurt
- Carry Trade, Carry-On
- The Calm Before the Data
- Santa Rally, Meet Your Chaperone
- Data Is Late, Markets Aren’t
- Saturday Essay: Ego Tests Every Relationship
- The AI Capex Reality Check
- The Cut, The Curve, and the Credit Bros
- The Fed Cuts, But Your Rate Sheet Still Sucks
- Hostile Bids & Soft Rents: Today’s Market in One Pass
- Rate Cut Chicken: Is the Fed Finally Blinking?
- Raising the Bar: Why Better Housing Beats Bigger Subsidies
- Recession Who? Markets Flirt While Rates Behave
- Soft Landing, Hard Assets: Bad-ish news, good mood
- Dorms, Dollars & Drama
- Turbulence Tuesday: Deals Up, Drama Down
- AI names cracked, Bitcoin stumbled, and housing… actually improved.
- The Sunday Essay: How Newsweek got it all wrong
- Pre-Thanksgiving markets: low-key bullish, high-key relieved.
- Tech just staged a comeback. Crypto… not so much.