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 demand. For example, a startup private company named Armada makes portable AI data centers for […]
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 Week Ahead’ gets top billing. Let’s review the calendar: Between this week’s labor and inflation […]
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 retail traders. The following is from the article: Barclays strategists led by Venu Krishna have […]
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 intriguing is that Japan will be financing the US with a $550 billion investment fund. […]
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 very wealthy individuals and some institutions are using a 100-year-old tax code to avoid paying […]
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, factors, and individual stocks are performing relative to the market and on an absolute basis. […]
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 why I believe that the Federal Open Market Committee (FOMC) should reduce our policy rate […]
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 on X by Florida Republican Anna Paulina Luna, who had been on the phone with […]
The BLS Producer Price Index (PPI), measuring wholesale prices, surprised to the downside, showing a zero percent increase in prices for June. PPI came in lower than what all 50 forecasters in Bloomberg’s survey predicted. To wit, both the core and headline figures were 0.20% below estimates. Notably, the headline PPI for the last three […]