An email from a reader of ours led with the title “PCE is quite confusing.” He asked if...
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Might Japan Be The Treasury’s Knight In Shining Armor?
Japan holds over $1 trillion of US Treasury securities, making it the largest sovereign holder by a...
McDonalds And Starbucks Confirm Eroding Sentiment
This past week, two lower-cost food and beverage retailers posted earnings, which conveyed the...
Port Plunge Myths: Why Headlines Don’t Tell The Whole Story
The headlines below lead some to believe the shelves in our stores will soon be empty. Moreover,...
Yale To Trim Billions Of Private Equity Holdings
According to Bloomberg, Yale University could sell as much as $6 billion of its private equity...
A Rare Zweig Breadth Thrust Provides Optimism
The Zweig Breadth Thrust, a rare technical indicator, triggered a bullish signal on Friday. The...
Banks Are Now Free To Trade Crypto
The Fed removed its handcuffs on banks, allowing them greater flexibility to trade and hold crypto...
Scott Bessent Affirms The Dollar Is Not Dying
Despite a growing chorus of pundits claiming the “death of the dollar” is imminent,...
The Powell Relief Rally
Monday’s Commentary started: On Truth Social, President Trump stated, โPowellโs...
The Gold Stock Relationship
Since the start of the year, the S&P 500 is down over 10% and nearly 20% from its January peak....