As we approach today’s delayed CPI report, it’s helpful to look beyond government...
Beyond Meat Surges: Another Meme Ponzi?
In August 2025, Beyond Meat (BYND), a plant-based meat producer, took to social media to call...
Leveraged ETFs: Yet Another Sign Of Rampant Speculation
Not only is the market chasing the most speculative of assets, but it is employing record amounts...
Joe Weisenthal’s Take Down Of The ‘Debasement’ Trade
Bloomberg’s Joe Weisenthal wrote an interesting article (Maybe ‘Debasement’...
SRF: The Fed’s Newest Liquidity Backstop In Action
In July of 2021, after the pandemic and the liquidity issues that arose in 2019, the Fed...
Liquidity Warning: SOFR Raises The Red Flag
In our Daily Commentary from October 9th, we alerted readers to the fact that the Fed’s Overnight...
Is QT On Its Last Lap?
Chairman Powell spoke on Tuesday, addressing several topics. Of note was the following quote:...
Dollar Correlation: Implications For Foreign Stock Indexes
On Tuesday morning, Bloomberg published an article titled “The Great Debasement Is Rippling...
The AltCoin Liquidity Bloodbath
Last Friday, the cryptocurrency market experienced a violent crash. The trigger was President...
First Brands: Canary In The Rehypothecation Coal Mine?
The First Brands Group, manufacturer of auto parts, including Raybestos brakes and FRAM, filed for...
