Short positions in TLT, the popular 20-year US Treasury Bond ETF, have spiked to over 130 million...
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Bank Regulators Will Help The Treasury
Per an article in the Financial Times titled US Poised To Dial Back Rules Imposed In Wake of 2008...
Homebuyers Are Paying More For Less
Below our Market Trading Update, we share analysis from the Atlanta Fed showing that housing...
Leverage For Retirement Plans: Is The Risk Appropriate?
Bloomberg recently published, This 30-Year Old’s Startup Is Bringing Leverage To 401K Savers....
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...