Last week, we wrote two short articles within our Commentary summarizing Mark Zuckerberg’s new...
Weak Retail Sales Take Rate Hikes Off The Table
Friday’s weak retail sales report did more damage to the hawkish case. Sales fell 0.6% in...
Tariff Refunds Soften The Fed’s Passthrough Warning
According to an article published Wednesday in The Wall Street Journal, more than 40 S&P 500...
Wall Street To Support Data Center Growth
Nvidia announced an agreement with Wall Street heavies, Apollo, BlackRock, Blackstone, Brookfield,...
Abel Takes Charge at Berkshire Hathaway
Greg Abel just completed his first full quarter as the CEO of Berkshire Hathaway, taking the throne...
Leveraged ETFs: Math Often Trumps Hype
The Tweet on the right below irresponsibly suggests that if SK Hynix shares double, as Cantor...
BLS And ADP Reports Take Rate Hike Off The Table
The Friday BLS employment report showed the economy lost 23k jobs. Along with last...
AMD and SanDisk Set A High Bar For Nvidia
AMD and SanDisk (SNDK) delivered earnings beats this week, yet both stocks fell. AMD posted record...
Palantir Earnings Provide Hope For The Software Sector
Software stocks have taken a beating this year on fears that AI will erode pricing power across the...
The BEA Is Reformulating Its Key Inflation Gauge
According to A Statistical Revamp Is About To Lower Inflation by The Wall Street Journal, the...
