Yesterday morning, OpenAI announced a massive $38 billion strategic partnership with Amazon Web...
Hindenburg Strikes: Omen Or False Alarm?
Last Wednesday, for the first time since November 2021, a Hindenburg Omen hit. This gauge is...
Dow Theory: A Concerning Divergence Or Artifact?
Dow Theory is a market tool developed by Charles Dow in the very early 1900s. Dow also created the...
Liquidity Concerns Put An End To QT
Two weeks ago, Jerome Powell stated, “We may be approaching the end of our balance sheet...
Rebasing The Dollar: Another Look At The Debasing Narrative
The phrase “debasing the currency” is all the rage in the media. Moreover, the debasement...
Gold Or Bitcoin: Which Is The ‘Right’ Dollar Hedge?
Gold and bitcoin are touted as the “anti-dollar”, or in some people’s minds,...
Negative Earnings: Another Speculative Favorite
The chart below, courtesy of Apollo’s Torsten Slok, shows that small-cap companies with negative...
Inflation In Focus: What Market Data Tells Us
As we approach today’s delayed CPI report, it’s helpful to look beyond government...
Beyond Meat Surges: Another Meme Ponzi?
In August 2025, Beyond Meat (BYND), a plant-based meat producer, took to social media to call...
Leveraged ETFs: Yet Another Sign Of Rampant Speculation
Not only is the market chasing the most speculative of assets, but it is employing record amounts...
