Simple math suggests that tomorrow’s CPI report for May will likely continue to show high...
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Beyond Protection: What Life Insurance Can Really Do
Jun 20, 2026 at 8:00 am - 9:00 am
Fed Chair Warsh Faces A Tough Test
New Fed Chairs are often tested early in their terms. For instance, two years after Bernanke took...
The IPO Boom And Its Impact On Markets
The headlines surrounding the SpaceX IPO seem mainly focused on how high the stock will go. There...
Saylor Sells Bitcoin: Is His Cult Crumbling?
“Never. No. We’re not sellers. We’re only acquiring and holding Bitcoin....
The Blackwell Cliff That Wasn’t
At the start of the year, Wall Street voiced concern about Nvidia’s so-called Blackwell Cliff....
AI Credit Card Agents: The Next Wave Of Consumerism
Robinhood, the financial brokerage company, just introduced an AI credit card agent. The AI credit...
Low Savings Boosts Spending Today But At A Cost Tomorrow
One of the most underappreciated risks to the economic outlook is the historically low personal...
Crudes Biggest Moving Average Gap Since 1984
We thought we were done with our recent stream on crude oil prices, consumer confidence, and their...
Consumer Confidence Is Falling: Will Bond Yields Follow?
Yesterday’s Commentary led with a discussion of how bond yields have risen far more than bond...
Inflation Expectations And Real Yields Tell Different Stories
Since the Iranian conflict began, bond yields have risen sharply due to investor expectations of a...