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Digest: “The Mother of All Economic Crises”

Jeff D. Opdyke · December 17, 2022 ·

Welcome to your weekly digest…my breakdown of the things we’re thinking about and talking about in the Global Intelligence world. First up …

Jeff D. Opdyke · December 17, 2022 ·

Since Elon Musk bought Twitter for $44 billion back in October, the company has been thrown into financial chaos. First, it fired half its staff. …

Jeff D. Opdyke · December 16, 2022 ·

“Short and shallow.” That’s the 2023 version of “transitory”—the line the Federal Reserve started spouting in 2021 about inflation being a …

Jeff D. Opdyke · December 15, 2022 ·

Don’t drink the wine! That’s my message to you as we head into the holidays, when wine often flows freely at Christmas and New Year’s …

Jeff D. Opdyke · December 14, 2022 ·

What goes up…falls like a brick. Remember that 2022 narrative about a strong dollar? Yeah, well, umm not so much now. Nearly 10 …

Jeff D. Opdyke · December 10, 2022 ·

Welcome to your weekly digest…my breakdown of the things we’re thinking about and talking about in the Global Intelligence world. First up …

Jeff D. Opdyke · December 9, 2022 ·

This might be the weirdest U.S. housing market in my lifetime…and I’m including the 2008 housing crash in that. In October, existing-home sales …

Jeff D. Opdyke · December 8, 2022 ·

We are but a few moons shy of a new year. So, before all the “2023 Predictions” begin flooding your newsfeeds, let me toss my thoughts out there on …

Jeff D. Opdyke · December 6, 2022 ·

I bought a cat. It’s not what you think. My cat is a degenerate. He’s also fat. I have a fat, degenerate …

Jeff D. Opdyke · December 5, 2022 ·

Stupid question of the day: If you could earn a 2,000% return even as a bear market is growling, would you make that trade? Since mid-summer, …