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One Number

Behind every massive trend, shift, or headline, there is usually just one defining metric that tells the whole story.

Latest Publications

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MONEY & MARKETS

The buyer that just walked away

Aug 21, 2026

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1 min read

The buyer that just walked away

The level it left tells you everything about this week.

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GOVERNMENT & POWER

Every president from Washington to Reagan built the first $1 trillion in debt

Aug 20, 2026

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1 min read

Every president from Washington to Reagan built the first $1 trillion in debt

Whether you know it or not — that's what the Treasury's own numbers say.

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COST OF LIVING

In 2019, a typical family could afford a typical house. That is no longer true.

Aug 19, 2026

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1 min read

In 2019, a typical family could afford a typical house. That is no longer true.

When the sticker price, the financing cost, and the wages all moved in different directions, something had to give.

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THE ECONOMY & MAIN STREET

The paycheck versus prices bet just moved

Aug 18, 2026

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1 min read

The paycheck versus prices bet just moved

Your neighbors have decided who wins the next year.

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GOVERNMENT & POWER

July was heavier than it looked

Aug 13, 2026

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1 min read

July was heavier than it looked

The Treasury printed paper you didn't see.

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MONEY & MARKETS

CPI came in clean. The 30-year didn't care.

Aug 12, 2026

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1 min read

CPI came in clean. The 30-year didn't care.

Inflation matched Wall Street's forecast on the nose. The long bond stayed at 2007 levels anyway.

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