Edward Harrison of Bloomberg recently made the following important market observation:...
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CVs Signal Maturity In Private Equity
Private equity funds often buy assets intending to sell them and realize a profit over a specific...
Is Bad Breadth The Norm, Not The Exception?
Since the Pandemic, markets have been behaving abnormally. One such instance is a somewhat regular...
A 50 BPS Rate Cut Is Not Out Of The Question
As we share below, the Fed Funds futures market is 86.5% confident the Fed will cut rates by 25 bps...
Auto Manufacturing Shift Puts Pressure on Profits
While tariff threats dominate headlines, automakers face a structural shift that could reshape the...
Data Myopia Foils The Fed
For months, we have been warning that the labor markets are not as strong as the BLS data attests....
Insiders Sell The July Rally
While the market steadily rose throughout June and July, corporate insiders were growing less...
Utilities And Industrials Carry The Market
The race to build and power AI data centers is creating an interesting anomaly in the stock market....
Palantir Thrives On Trump Presidency
Shares of Palantir rose about 20% the day President Trump was elected president. The stock...
Does Trump Have A Valid Point About Rate Cuts?
President Trump has been incessantly pressuring Jerome Powell to cut rates ever since he took...