According to The Wall Street Journal, on an inflation-adjusted basis, technology companies have...
Excess Liquidity: Where Art Thou?
The graph below, courtesy of the St. Louis Fed, charts the amount of money in the Fed’s overnight...
OpenAI: Fueling Massive AI Stock Gains
As we led in yesterday’s Commentary, AMD rose 25% on the news that OpenAI would purchase 10%...
AMD Surges: Nvidia Competition Heats Up
Advanced Micro Devices (AMD) stock opened up by nearly 35% on Monday morning, following reports...
Corporate Prices Lead Consumer Prices
The following discussion is courtesy of Paul Mortimer Lee, as provided by Albert Edwards of Societe...
Eli Lilly And Its Competitors Pop On The Pfizer News
Eli Lilly and other US-based drug makers have led the market over the last few days. The reason...
A Dollar Reversal Could Halt The Gold Bull
In Monday’s Commentary, we alerted readers that the dollar could be setting up for a...
Kimonos For Bitcoin: 150 Year Old Company Goes Crypto
In a bold and unusual pivot, a traditional Japanese manufacturer of Kimonos is transitioning to a...
The Government Is Shutting Down Again: Who Cares?
If Congress can’t come to a budget resolution in the next 24 hours, the government will shut...
Myth Busting: Foreigners Are Selling Treasuries
There appears to be a frequently repeated myth on social media that foreigners are selling US...
