Eli Lilly (LLY) and Novo Nordisk (NOVO) dominate the market for weight loss drugs. The monopoly has...
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Meme Stocks On Fire: Another Sign Of Animal Spirits
Meme stocks are highly speculative stocks, heavily traded by retail traders, and characterized at...
Equity Fund Outflows Soar: Blip or Warning?
Our friend Jim Colquitt, in his Weekly Chart Review, brought to our attention a large and irregular...
Size Matters: Can The Largest Stocks Continue To Lead?
Does size matter? Since the Pandemic, and judged by the recent performance of the Magnificent Seven...
Market Mechanics Override Weakening Economic Data
Since the middle of July, UST 10-year yields have fallen from 4.50% to 4.00%. While the yield...
The Fed Cuts Rates: What Comes Next?
Not surprisingly, the Fed cut rates by 25 basis points at yesterday’s meeting. With the cut,...
Semiannual Reporting Requirements Are Overhyped
President Trump is pushing to reduce the SEC’s financial reporting requirements from quarterly to...
Trump’s BLS Reform Faces Steep Obstacles
The White House has turned its attention to the Bureau of Labor Statistics after a series of steep...
Overnight Funding Costs Signal Liquidity Strain
After years of abundant liquidity, U.S. overnight funding markets are beginning to show signs of...
Oilfield Servicers Find New Hope in AI Power Demand
Oilfield service companies are fighting an uphill battle after years of weak demand from...