Many events could roil the markets over the next two weeks and/or send them surging. Accordingly,...
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Continuing Jobless Claims Diverge From Initial Claims
Along with this week’s BLS, JOLTs, and ADP labor market reports are the weekly initial and...
Compounding With Passive And Active Strategies
The Tweet on the left below from Charlie Bilello makes a strong case for a passive, buy-and-hold...
Robo-Taxi: Tesla Or Uber?
What a difference two weeks make. Despite a 15% gain on Thursday, Tesla shares are back to where...
The Bougie Broke Cut Back On Starbucks
In March, we wrote an article on the Bougie Broke. This consumer group spends above their means...
Donald Trump Or Fundamentals? Whats Irking The Bond Market
Bloomberg states: “The presidential race is still a coin-toss with two weeks to go, but...
Amazon Is Challenging The Work From Home Trend
Starting in January, Amazon workers will be expected to work in the office five days a week. While...
Why Are Bond Yields Rising? Lets Ask The Oil Market
It’s no secret that bond yields are heavily impacted by inflation and inflation expectations....
Taiwan Semiconductor Nullifies ASML Fears
Wednesday’s Commentary discussed the shockingly weak booking numbers from ASML. Given that...
Cava: A Hot Trend Comes At A Dear Cost To Investors
Since going public in June 2023, Cava (CAVA) has taken the fast-casual restaurant industry and Wall...