With this weekly cadence, the boys have a jam packed episode of data and things to challenge your perspective about what's going on in the market. They hit CRE and office prices, the yield curve inversion, corporate debt defaults and even a theoretical Tech Bubble 2.0 discussion. Lots of charts, lots of fun and all The Higher Standard you can handle.

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Resources:

Key events this week (Kobeissi Letter via X)

14% of all CRE loans and 44% of office buildings loans are now in negative equity (Kobeissi Letter via X)

The inventor of Wall Street's favorite recession indicator predicts a slowdown this year - and slams the Fed for making things worse (Business Insider)

Corporate debt defaults soared 80% in 2023 and could be high again this year, S&P says (CNBC)

'You are now living through Tech Bubble 2.0': A 32-year market vet warns stocks are doomed to suffer substantial losses with valuations at historic highs and the economy on the verge of recession (Business Insider)

The S&P 500 is back at a record level for the first time in 2 years (Mohamed A. El-Erian via X)

Fed’s favorite inflation gauge rose 0.2% in December and was up 2.9% from a year ago (CNBC)

Jeff Bezos shares his childhood working on a ranch (MoneyCelebs via YouTube)

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