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The Skinny On: SAAS-pocalypse, misleading jobs data, & Japanese equities breaking records, feat. Macabacus' CEO
Send us Fan Mail We're back with The Skinny On...three wild stories: confusing jobs data, Japan's equity market rally, and why everyone's freaking out about AI killing SaaS companies.Confused by the latest Non-Farm Payrolls report? So were we. The blowout headline number was nothing compared to the massive downward revisions to 2025's data. Yet somehow, bonds still sold off and the market has priced out March rate cuts. Huh?? We're not buying it.Then we jump to Japan, where the Nikkei's been ripping. Everyone's talking inflation, but the real story is decades in the making: Japan's finally…
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