A recent article by the Wall Street Journal entitled Turbocharged Earnings Are Pushing Stocks...
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Greenspan Passes But His Put Lives On
Alan Greenspan, the Federal Reserve chairman from 1987 to 2006, died on Monday at the age of 100....
El Nino Is Coming: Are Food Markets Ready?
Rapidly warming ocean waters almost ensure an El Niño condition by July. El Nino is a periodic...
Fed Funds Hikes Cloud The Outlook: Should Investors Worry?
The Fed is clearly more hawkish than they were at the last meeting. Accordingly, with the Fed Funds...
Warsh And The FOMC Hold Steady
Presiding over his first Fed meeting, Kevin Warsh and the FOMC held rates at 3.50%-3.75%. Such was...
Are Equity Markets Priced For A Rate Hike?
The equity market spent early 2026 with wavering odds of a rate cut before year-end. With improving...
Gold Investors Are Likely Confused
Since the Iranian conflict started on February 28, 2026, gold has fallen by about 25%. The decline...
Peace In Iran: Can A Deal Drive A Second Half Rally?
Markets rallied late last week on headlines that a US-Iran peace agreement is close. While the...
A Supply Tsunami Is Coming
The coming wave of equity supply we detailed in The IPO Boom is growing. Last week, Alphabet...
SPCX Is Firing Up: 3 Businesses To Breakdown
After much anticipation, SpaceX (SPCX) begins trading tomorrow. The headlines will focus on the $2...
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