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Mish Shedlock political consistency under fire, but the scorecard tells a different story
The consensus read on Mish Shedlock’s political consistency is that he has drifted left, captured by anti-Trump sentiment. A careful look at his own published scorecard, set against the…
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US GDP Third Estimate 2026 Blows Past Forecasts, but Overheating Signals Flash
The US GDP third estimate 2026 for the second quarter came in at a revised 2.2 percent annualised rate, according to the U.S. Bureau of Economic Analysis (BEA), beating economist consensus and…
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Anthropic IPO Valuation Gap: From $965 Billion to $2 Trillion on $42 Billion in Losses
The consensus framing around the Anthropic IPO valuation gap treats a $2 trillion target as bold but plausible, a reflection of the company’s trajectory rather than a stretch. The…
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Perm Refinery Drone Attack Tests Russia’s Fuel Supply From 1,500km Away
The consensus reading of the Perm refinery drone attack is straightforward enough: Ukraine hit a big target, diesel prices will jump, and the war’s energy front is escalating. That…
