As we wrote in Yesterday’s Commentary, the broad market indexes have surged since the April...
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Market Mechanics Or Fundamentals: Whats Behind This Rally?
There is plenty in the media about whether this recent market surge is driven by strong earnings...
The Fed Is Losing Its Biggest Dove
Jerome Powell’s term as Fed Chairman expires this Friday, with Kevin Warsh now confirmed by...
China Trade Summit: Deal Or Delay?
Investors are optimistic that the Wednesday kickoff of the US-China trade summit, featuring...
Fast Food Falters
Since the start of 2024, McDonald’s (MCD) stock has fallen 7% while the S&P 500 has risen...
Bonds Under Pressure Or Stocks Overvalued?
We recently read someone’s take that the graph below decisively points to the “bond...
Hammack: More Pragmatist Then Hawk
At the April 29th FOMC meeting, Cleveland Fed President Beth Hammack and two others (Logan and...
Temporary Jobs: A Good Leading Indicator Gone Bad?
When businesses have concerns about the economy, they often lay off or stop hiring temporary...
Oil Rig Counts Don’t Tell The Whole Story
The graph below shows that the US oil rig count has been slightly declining despite much higher oil...
Nicoletos: AI Makes A Case For Active Strategies
Michael Nicoletos wrote a thoughtful paper titled “The Index Trap,” making a compelling...