Bloomberg recently published, This 30-Year Old’s Startup Is Bringing Leverage To 401K Savers....
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Executive Order On Drug Prices Rattles Healthcare Sector
Despite the weekend’s positive news on China trade negotiations and the associated jump in...
Stealth QE Or Routine QT? Unpacking Recent Fed Activity
Tweets like the one we share below allude that the Fed is doing stealth QE, despite the fact that...
Smart Money Or Dumb Money? Who Will Be Right
The concepts of “smart money” versus “dumb money” refer to the level of...
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,...