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"I think this time is different" — Dan Ives Jun-9-2026
KTLA 5, a local Los Angeles television station, seems to have picked up on the NY Fed household debt & credit report.
This is actually a great example of how hard it can be to interpret data. One graph looks trending down, another looks average, and a third one has almost historical ATH! So what is it? What would be your interpretation of this data? It's all delinquencies… but from different angles. 😛
😂
Looking forward to reading this. Never be wrong on your own? 🤪
Gold, +- 26% down from ATH. Is the "debasement trade" solved?
Apache down…
@alphaville.ft.com @robarmstrong.bsky.social @stephaniekelton.bsky.social @carlbergstrom.com @pkrugman.bsky.social @albertocairo.com Anyone care to break the tie on what the real signal is here? 👀 Keep it civil… 😅
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