Real estate agents manipulating AI.

Ask ChatGPT, Gemini or Google’s AI Overviews who the best real estate agent in a given city is, and the odds are overwhelming that the actual top producer in that market doesn’t come up. Many real estate agents are trying to crack the code of AEO — Answer Engine Optimization, sometimes called AI Engine Optimization. … Read more

Foreigners dump Japanese bonds at 21x normal pace

Money is leaving Japanese debt fast and rotating into Japanese stocks instead. Higher local yields are forcing a real shift in global capital flows. 🇯🇵DATA: Foreign investors dumped ¥1.25 TRILLION of Japanese bonds last week, 21x the prior week's selling. The exodus follows the 10-year JGB yield hitting its highest level since 1996 earlier this … Read more

Scott Bessent: “We’ve got a spike in oil prices today that I don’t really understand”… “After the deportations that we’ve seen and the closing of the border, we don’t need to produce as many jobs”

Bessent: "We've got a spike in oil prices today that I don't really understand" pic.twitter.com/gd3QwyiBsd — Aaron Rupar (@atrupar) August 20, 2026 Here’s another puzzler from the Soros guy: Scott Bessent on the latest bad jobs report: "After the deportations that we've seen and the closing of the border, we don't need to produce as … Read more

Scott Bessent: “There’s nothing magic about the $40 trillion number.” “We can grow our way out of that”

Scott Bessent: "There's nothing magic about the $40 trillion number." "We can grow our way out of that" pic.twitter.com/PCUGBFFDCu — Hedgeye (@Hedgeye) August 20, 2026 Bessent came out to reassure markets and everything is now selling off. — Rick J (@rickjeff78) August 20, 2026 Bessent: "We've got a spike in oil prices today that I … Read more

Bessent copies Saylor debt arbitrage playbook

Bessent and Saylor are running versions of the same playbook. A 30-year Treasury issued in 2022 now trades at a meaningful discount to par. The basic trade is obvious: issue short-term debt and use the proceeds to repurchase long-duration bonds below par. It is straightforward balance-sheet management, not rocket science. Saylor and MicroStrategy apply the … Read more

Walmart drops 9%, Dow drops 400 points. Without AI spending, we’d already be in a very deep recession?

Walmart stock is in free fall after reporting disappointing US sales. US sales growth came in at 2.6% vs 3.8% expectations. Link below 👇 pic.twitter.com/oMzHPnxkWB — QE Infinity (@StealthQE4) August 20, 2026 Dow drops 400 points, hurt by rising Treasury yields and a decline in Walmart: Live updates A pullback in Walmart shares hit the broader market … Read more

Bessent’s bond buyback relief already fading

Treasury yields rebound, wiping out the decline following Bessent’s intervention Bond yields climbed Thursday morning, erasing most of the pullback they saw the previous day after the Treasury Department announced an intervention aimed at easing pressure on longer-dated government debt. The yield on the 30-year U.S. Treasury bond — the primary focus of the accelerated buyback — … Read more

The U.S. Faces A “Historic” Cattle Shortage As The Size Of The U.S. Herd Shrinks To The Smallest Since 1951

by Michael A multi-year cattle shortage has pushed the price of beef into very painful territory. In fact, in some areas of the country the price of ground beef now exceeds the federal minimum wage. This is the first time in U.S. history that this has ever happened. At the start of 2026, there were … Read more