Recent Items
Wednesday, September 30, 2026
Links 9/30/2026
Topics: Links
Posted by Conor Gallagher at 6:55 am | No Comments »
Even Wall Street Is Now Sounding the Alarm on Javier Milei’s Economic “Miracle”
“Argentina posted its worst monthly performance since the April 2020 lockdown, with the monthly activity indicator declining 2.9% month on month.”
Topics: Guest Post
Posted by Nick Corbishley at 6:45 am | No Comments »
Naked Capitalism: Your Antidote for the Madness
In a world like this, staying sane is a full time job. Naked Capitalism makes that easier and shows you are not alone.
Topics: Guest Post, Notices
Posted by Nick Corbishley at 6:00 am | 1 Comment »
Iran War: The Narrative War Over Hormuz, Meetings in NY, Abu Dhabi, Riyadh, London
The Trump 2.0 regime seems to be succeeding in its efforts to convince the oil markets that they have cracked open the Hormuz Strait and are escorting an ever-increasing amount of crude oil past the Iranian blockade. For their part, the Iranian claims to have hit almost two dozen ships over the weekend have gone quiet, but the IRGC did send a letter to the American people and threats are being issued. Meanwhile, major meetings took place in New York, Abu Dhabi, Riyadh and even London, and kino continued on the Yemeni front.
Topics: Doomsday scenarios, Energy markets, Middle East, Turkey
Posted by Nat Wilson Turner at 6:00 am | 2 Comments »
What Happens When Neoliberalism’s Only Got Fear Left to Sell?
Now that neoliberal policies are failing to deliver prosperity, their backers are falling back on fear-mongering.
Topics: Economic fundamentals, Free markets and their discontents, Guest Post, Income disparity, Macroeconomic policy, Politics, Regulations and regulators, Social policy, The destruction of the middle class, The dismal science
Posted by Yves Smith at 4:04 am | 1 Comment »
Coffee Break: Armed Madhouse – EMP Weapons: Yet Another Destabilizing Technology
A rumored Iranian electromagnetic weapon raises a larger question: could a conventional EMP weapon disrupt the electronics of a modern warship? Following the engineering problem from electromagnetic coupling and shipboard hardening through satellites, networks, and automated warfare reveals something more consequential: another technological arms race adding complexity and instability to an increasingly interconnected weapons complex.
Topics: Coffee Break
Posted by Haig Hovaness at 2:00 pm | 11 Comments »
De-Dollarization Is a YouTube Urban Legend
De-dollarization is simply not happening. Foreign investors are active dollar buyers. .
Topics: China, Currencies, Dubious statistics, Economic fundamentals, Globalization, Investment management
Posted by Yves Smith at 9:55 am | 7 Comments »
Links 9/29/2026 + Short Iran War Note
Topics: Links
Posted by Yves Smith at 6:59 am | 130 Comments »
Spain Shows Narrative Management in Real Time
How the Madrid government leveraged a high-profile eviction crisis to neutralize right-wing momentum after the unprecedented Ceuta border shock
Topics: Europe, Market inefficiencies, Politics, Real estate, Social policy
Posted by Curro Jimenez at 6:53 am | 11 Comments »
Brazil’s Lula Pledges to Cancel $28 Billion of Consumer Debt Just One Week Before Presidential Elections
Desperate times call for desperate measures amid Brazil’s burgeoning household debt crisis.
Topics: Guest Post
Posted by Nick Corbishley at 6:44 am | 4 Comments »
Naked Capitalism – Helping You Stay Sane in an Increasingly Insane World
Double down on that dogged determination to keep the insanity and inhumanity at bay for another year!
Topics: Guest Post, Notices
Posted by Conor Gallagher at 6:00 am | 3 Comments »
What Is the Federal Bond Market Really?
Debunking some widely-held, elite-serving beliefs about the function of the Federal bond market.
Topics: Credit markets, Currencies, Economic fundamentals, Federal Reserve, Guest Post, Income disparity, Macroeconomic policy, Politics, The dismal science
Posted by Yves Smith at 3:22 am | 16 Comments »
Bravo! Hit Fourth Fundraiser Target, On to the Fifth: Our Esteemed Writers
Help us meet our fundraiser goals! Keep Naked Capitalism fit and feisty! Please step up and fund special “thank yous” to our great writers.
Topics: Notices
Posted by Yves Smith at 3:00 am | 2 Comments »
Coffee Break: AI Credit and Credibility Collapsing or Will the AI Booster/Doomers Power Through?
Wall Street seems to be noticing that the data center boom rest on a bed of hype while the claims of AI boosters are getting more extreme by the day.
Topics: Coffee Break
Posted by Nat Wilson Turner at 2:00 pm | 24 Comments »
Announcing an Even Bigger “Double Your Donation” Challenge!
A better-than-ever “Double Your Donation” challenge! Step up and take advantage of it!
Topics: Notices
Posted by Yves Smith at 11:00 am | 9 Comments »


