The Fed has cut the Fed Funds rate by 1% since late 2024, and the presumption from many market...
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Robots Are Tesla’s Future: EVs No Longer The Value Proposition
Tesla is the leading manufacturer of electric vehicles (EVs) in the US and second, behind BYD, in...
Monthly Market Trends: Do They Matter?
The graph below breaks down the monthly performance of the S&P 500 since 1928. As shown,...
Withholding Taxes: Better Forecasting Employment Data
Once again, we find ourselves waiting on the all-important BLS labor report. The markets and the...
The Nvidia Earnings Train Keeps On Rolling
Once again, Nvidia continues to see its earnings and revenues grow at astonishing rates. Consider...
As The Fed Turns: The Soap Opera Grows More Intriguing
President Trump fired Fed Governor Lisa Cook for cause. The President claims, There is sufficient...
Smart Money Loves Healthcare: But Are They Now Dumb?
We have written a few Commentaries over the last year describing how retail, not institutional,...
Gold Miners Are Benefitting From The Speculative Boom
As we noted in a recent article entitled The High Beta Melt Up: Echoes of 1999, there has been a...
Balance Of Risks Allows Powell To Pivot
“Nonetheless, with policy in restrictive territory, the baseline outlook and the shifting...
Significant Rotations Hidden By Calm Markets
The market seas are calm, but beneath the surface, there is some intense churning, or in market...