On the campaign trail, Donald Trump favored the crypto industry, including appointing...
Super Micro Is Not So Super Anymore
Super Micro Computer Inc. (SMCI) was the market’s darling only six months ago. Amazingly, Its...
As Expected The Fed Cut Rates
As expected yesterday, the Fed cut the Fed Funds rate. With the expected 25bps rate cut, the new...
A Second Trump Term Stokes The Inflation Narrative
After Tuesday night’s initial election results started to point to increasing odds of a Trump...
De-dollarization Or Re-dollarization?
Some gold and Bitcoin bugs claim the U.S. dollar is being inflated away and that our politicians...
Residential Construction Jobs At Risk
The number of residential construction workers has almost doubled since the aftermath of the...
Market Polls To Help Handicap The Election
With election eve upon us, we thought it would be helpful to share market based presidential...
PCE Price Index Is Back Into The Pre-Pandemic Range
It’s too early for the Fed to claim the infamous “mission accomplished” for...
Will Halloween Fear Bring November Cheer For Bondholders?
The last two Halloweens capped off a few frightful months for bondholders. However, as we share...
Market Turbulence Ahead: Buckle Up
Many events could roil the markets over the next two weeks and/or send them surging. Accordingly,...