HeyJaredRebel Capitalist News Desk
Hard-hitting macro insights for freedom-minded investors like you!
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 28, 2026
Latest issues
Interest Rates Just Hit a 2002 High. It Is Not the Debt That Should Scare You. (opens the original)
Read excerpt
<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!459R!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0cd5679-9980-4b99-b4b6-8fd8c709615e_1920x1080.j
Rebel Capitalist Weekly Report | Sep 27, 2026 (opens the original)
Read excerpt
The Number That Reset the Whole BoardEvery so often a data point lands hard enough to move every market at once. This week it was the flash PMI.Manufacturing came in at 57 against a forecast of 53.5. Services printed 58.7 against an expectation closer to 56. The composite hit 58.4, which S&P Global flagged as the fastest pace of growth in more than five years. On paper, the American economy just went into fifth gear.The bond market did not shrug. Within
The $2 Trillion Apartment Bomb Is Really a Bank Story (opens the original)
Read excerpt
<img alt="[Section Divider Image]" class="sizing-normal" height="50" src="https://substackcdn.com/image/fetch/$s_!HmLP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1cdc162e-10c4-4e49-bbd8-53e60f4e1281_1320x50
The Fed Just Hiked Rates. The Bond Market Disagreed. (opens the original)
Read excerpt
TL;DRThe Fed raised rates a quarter point to 3.75 to 4 percent, its first hike since 2023, and signaled one more before year-end.The tell was not the hike. It was the 10-year Treasury yield, which fell on the hawkish news instead of spiking. The bond market is not buying the inflation-spiral story.This inflation is a supply shock, not a demand boom: oil near $105, a record diesel crack spread, diesel above $6 a gallon. A quarter point does nothing to any of it.The strong-economy case does not ho
The Fed Is About To Hike Into An Oil War | Weekly Report | Sep 13, 2026 (opens the original)
Read excerpt
The TapeThis Wednesday the Federal Reserve is going to do something it has not done in this cycle. It is going to raise interest rates into a slowing economy, and the market has already made its peace with it. As of the close, the CME FedWatch tool put the odds of a September hike north of 90 percent. A few weeks ago that same number was a coin flip.The 10-year Treasury yield brushed 5 percent this week, the first time it has printed a five-handle since 20
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.