In our Daily Commentary from October 9th, we alerted readers to the fact that the Fed’s Overnight...
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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...
The AI Trillion Dollar Question
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...