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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 • Rebel Capitalist News Desk

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 • Rebel Capitalist News Desk

26:18

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 • Rebel Capitalist News Desk

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 • Rebel Capitalist News Desk

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 • Rebel Capitalist News Desk

23:09

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 • Rebel Capitalist News Desk

The Quiet Rotation

The inflation print came in hot, and rates went the wrong way.

Jun 29 • Rebel Capitalist News Desk

34:21

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 • Rebel Capitalist News Desk

How four market signals on one afternoon told the real story that financial television missed entirely

Jun 24 • Rebel Capitalist News Desk

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

29:13

The new Fed chair just promised to change everything. Read what he actually has the power to change.

Jun 18 • Rebel Capitalist News Desk

The Punch Bowl Is Back

SpaceX is ripping and the Iran deal cracked oil. But three giant private credit funds just locked investors out. Here's the story Wall Street skipped.

Jun 15 • Rebel Capitalist News Desk

31:05

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