President Trump has been incessantly pressuring Jerome Powell to cut rates ever since he took...
GDP Is Meh: The Bullish And Bearish Headlines Are Misleading
The BEA reported that real GDP grew by 3.0% in the second quarter. Such is almost a percent better...
Dissent In The Fed Ranks
December 2024 marked the second-to-last time there was a dissent by an FOMC voting member. The...
A Ponzi Scheme: The Graph Driving MicroStrategy And Others
The graph below, from Michael Green (@profplum99), is the best way to show the logic that drives a...
Portable Data Centers
Construction of AI data centers can take anywhere from six months to multiple years to complete....
The Week Ahead: Volatility Is In The Forecast
Typically, in Monday’s Commentaries, we share a few paragraphs titled “The Week...
Retail Traders Are Driving Euphoria
Recent surges in speculative stocks are among several indicators that retail traders are...
Japan Financing Seals The Deal And Toyota Jumps
Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs...
351 ETFs: A New Yet Old Way To Avoid Taxes
Imagine the dilemma of holding a large number of shares of NVDA with a massive unrealized profit....
Will The Healthcare Sector Be The Next Rotation?
Investors aware of which types of stocks are rotating in and out favor have a distinct advantage....
