The concepts of “smart money” versus “dumb money” refer to the level of...
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Market Is Tepid Over China Developments: Three Conclusions
“BREAKING: Treasury Secretary Scott Bessent says he will meet with Chinese officials in...
OPEC Does The Unthinkable
This past weekend, OPEC, led by Saudi Arabia, announced it would increase production by 411k...
PCE Is Quite Confusing
An email from a reader of ours led with the title “PCE is quite confusing.” He asked if...
Might Japan Be The Treasury’s Knight In Shining Armor?
Japan holds over $1 trillion of US Treasury securities, making it the largest sovereign holder by a...
McDonalds And Starbucks Confirm Eroding Sentiment
This past week, two lower-cost food and beverage retailers posted earnings, which conveyed the...
Port Plunge Myths: Why Headlines Don’t Tell The Whole Story
The headlines below lead some to believe the shelves in our stores will soon be empty. Moreover,...
Yale To Trim Billions Of Private Equity Holdings
According to Bloomberg, Yale University could sell as much as $6 billion of its private equity...
A Rare Zweig Breadth Thrust Provides Optimism
The Zweig Breadth Thrust, a rare technical indicator, triggered a bullish signal on Friday. The...
Banks Are Now Free To Trade Crypto
The Fed removed its handcuffs on banks, allowing them greater flexibility to trade and hold crypto...