Two weeks ago, Jerome Powell stated, “We may be approaching the end of our balance sheet...
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Rebasing The Dollar: Another Look At The Debasing Narrative
The phrase “debasing the currency” is all the rage in the media. Moreover, the debasement...
Gold Or Bitcoin: Which Is The ‘Right’ Dollar Hedge?
Gold and bitcoin are touted as the “anti-dollar”, or in some people’s minds,...
Negative Earnings: Another Speculative Favorite
The chart below, courtesy of Apollo’s Torsten Slok, shows that small-cap companies with negative...
Inflation In Focus: What Market Data Tells Us
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...