Bill Dudley, a respected economist and President of the New York Fed during the Financial Crisis,...
Upcoming Event
2026 RIA Economic Summit
Jan 17, 2026 at 7:00 am - 4:00 pm
Minerals, Russia, China & Iran: More On Venezuela
Yesterdayโs Commentary discussed the potential impact of regime change in Venezuela on the energy...
Venezuela Leads Energy Stocks Out Of The Gate In 2026
Venezuela holds 20% of the world’s proven oil reserves. Not only are they the largest, but as...
Tesla EV Deliveries Continue to Lag Global Rivals
Tesla EV deliveries totaled 1.64 million vehicles in 2025, leaving the company behind Chinaโs...
Nvidia’s Cash Strategy Reflects Regulatory Landscape
Nvidiaโs explosive growth has created a new challenge: how to deploy an unprecedented amount of...
YTD Returns Highlight a Narrow Market
YTD returns across major U.S. asset classes continue to reflect a highly concentrated market. The...
Electricity Prices Could Become a Structural Inflation Problem
Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime...
The Consumption Conundrum
GDP, released on Tuesday, showed that the economy grew by a larger-than-expected 4.3%. Powering the...
Copper Prices Surge To All Time Highs
On Monday night, copper prices, as shown below, reached an all-time high of over $12,000 per metric...
The ECB Changes Tone: Will The Fed Follow?
Inflation in the European Union is nearing 2%, expected to dip below it in 2026 and 2027 and then...