Over the last few weeks, the market tone has changed. The S&P 500 is no longer tracking a stead...
> Read MoreInvestors tend to prefer periods of stability. However, as we share below, politicians' promises ap...
> Read MoreThe narrative de jour scaring bond investors is reflation. The recent stickiness and even uptick in...
> Read MoreYesterday's Commentary discussed the coming halving of Bitcoin and its pros and cons for Bitcoin mi...
> Read MoreOn Saturday, April 20, Bitcoin will be halving. Halving is an essential part of what makes Bitcoin ...
> Read MoreIn our article Is Toyota The Next Tesla, we discuss recent trends in the automobile industry. In pa...
> Read MoreFrom a macroeconomic perspective, Friday's bank earnings reports provide two important pieces of in...
> Read MoreWith the latest round of inflation data in hand, it appears the Fed has two paths to consider. Nick...
> Read MoreJurrien Timmer, Director of Global Macro at Fidelity, asks- "What time is it in the cycle? Now that...
> Read MoreThere’s a lot to suggest that this is still a very fragile recovery despite the fact it continue...
> Read MoreAmazon stock accounts for 25% of the Consumer Discretionary sector (XLY), and it has been up 23% ye...
> Read MoreThe average Wall Street forecast for job growth was 200k, with the highest individual at 290k. Per ...
> Read MoreThis past week's ISM service and manufacturing surveys continue to show divergence between the two ...
> Read MoreMarkets often experience periods, like today, where specific sectors or factors lead the market. Id...
> Read MoreTypically, credit spreads and yields on junk bonds align with credit stress and anticipated stress ...
> Read MoreFor the better part of the last two years, Jerome Powell and the Fed have clearly indicated that mo...
> Read MoreIn a speech last Thursday, Fed Governor Christopher Waller showed how even the most hawkish Fed mem...
> Read MoreAs shown on the left, from 1979 until 2000, the correlation between small cap returns (Russell 2000...
> Read MoreYesterday's Commentary discussed the fall of EV maker Fisker. After posting the article, Fisker sha...
> Read MoreOver the last few weeks, we have shared information about the troubles facing the commercial real e...
> Read MoreThe vacancy rate of commercial real estate is higher today than at any point in the 2008 global fin...
> Read MoreWith inflation remaining sticky well above the Fed’s 2% target and the economy showing few signs ...
> Read MoreThe last release of the Fed's quarterly Summary of Economic Projections, aka dot plots, was in Dece...
> Read MoreThe Bank of Japan (BOJ) has finally ended its eight-year run of negative interest rates. On Tuesday...
> Read MoreIn Spruce Pine, North Carolina, one small area supplies the world with high-purity quartz. Spruce P...
> Read MoreThe following commentary is from The National Bureau of Economic Research (NBER). The NBER claims t...
> Read MoreMicrostrategy (MSTR) provides its customers with business intelligence, mobile software, and cloud-...
> Read MoreOver the last few months, the downward inflation trend has slowed appreciably. Such leads some to c...
> Read MoreWall Street banks, brokers, and asset managers put out market research, which can be of great value...
> Read MoreGold and Bitcoin have been among some of the best-performing assets recently, yet despite their out...
> Read More
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