Daily Market Commentary

The graph below, from Michael Green (@profplum99), is the best way to show the logic that drives a Ponzi scheme in Bitcoin. The Ponzi scheme graph illustrates that there is a robust correlation between changes in the amount of Bitcoin […]

Construction of AI data centers can take anywhere from six months to multiple years to complete. Accordingly, they can’t build data centers quickly enough to keep up with the demand. Accordingly, we will need new, innovative solutions to meet the […]

Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week Ahead’ in a lower section. This week, the amount and importance of the data could have a meaningful impact on markets and the Fed. Thus, this week’s’ “The […]

Recent surges in speculative stocks are among several indicators that retail traders are introducing a bit of euphoria to the stock market. In an interesting article, MarketWatch notes that Wall Street is paying close attention to speculative trading behavior among […]

Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs on Japan to 15%. Beyond the tariff rate, the deal has several important facets, including opening Japanese markets to US goods. However, most […]

Imagine the dilemma of holding a large number of shares of NVDA with a massive unrealized profit. While, on the one hand, you have produced incredible returns, you also have an enormous tax bill once you sell. It appears that […]

Investors aware of which types of stocks are rotating in and out favor have a distinct advantage. On Tuesdays, we summarize key points from our SimpleVisor absolute and relative analysis. The DIY tool uses technical analysis to assess how sectors, […]

Fed Governor Christopher Waller was crystal clear in a speech on Thursday that he would like the Fed to cut rates in July. Importantly, consider the first line of his speech at NYU: My purpose this evening is to explain […]

It appears President Trump set a test for the market to see what investors would think of him firing Jerome Powell. The bond and stock markets provided a swift answer to Trump’s test. The test originated inconspicuously from a post […]