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Capex Or Overhead?
Alphabet posted its best earnings in history and its first negative free cash flow in 22 years...understanding both numbers is the only way to read what…
Jul 27
•
Rebel Capitalist News Desk
5
1
4
29:36
Borrowed Time
One in thirty Koreans just got a margin call. The number sitting in American brokerage accounts is bigger. Weekly Report by George Gammon.
Jul 20
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Rebel Capitalist News Desk
9
1
24:49
Robbing Peter?
AI capex just pushed hyperscaler free cash flow toward zero. The rotation Wall Street calls healthy looks a lot more like the top of a mania. Here's…
Jul 14
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Rebel Capitalist News Desk
12
3
Running Out of Runway
When consumer credit shrinks, Wall Street calls it responsible deleveraging...but the delinquency data tells a completely different story...Economic…
Jul 12
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Rebel Capitalist News Desk
8
1
4
26:18
Life Support
Home sales just fell to financial-crisis levels while prices printed a fresh record. One of those two numbers is not telling the truth.
Jul 12
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Rebel Capitalist News Desk
10
4
The Cliff
How a single data revision erased three points of U.S. growth...and why the June jobs report makes the real picture darker than the headlines suggest.
Jul 7
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Rebel Capitalist News Desk
7
2
Page Two
The hidden number in the June jobs report tells a different story about the labor market than the headline unemployment rate. George Gammon's weekly…
Jul 5
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Rebel Capitalist News Desk
2
4
23:09
The Divergence
A Dow-Nasdaq divergence signal just flashed for the first time in years, with a 67% bear market hit rate. Here is what the indicator is actually saying.
Jun 30
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Rebel Capitalist News Desk
11
3
The Quiet Rotation
The inflation print came in hot, and rates went the wrong way.
Jun 29
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Rebel Capitalist News Desk
3
2
34:21
Gold Blinked
Gold fell hard from record highs while bonds told a completely different story — what the rate-hike explanation gets wrong about the metal's sudden drop
Jun 25
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Rebel Capitalist News Desk
12
3
Silver's Tell
How four market signals on one afternoon told the real story that financial television missed entirely
Jun 24
•
Rebel Capitalist News Desk
10
2
Delayed Reaction
Why the oil relief rally is masking a supply shock that hasn't hit inflation, the dollar, or the Fed yet and what it means for future oil prices.
Jun 22
•
Rebel Capitalist News Desk
6
1
3
29:13
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