The Fed removed its handcuffs on banks, allowing them greater flexibility to trade and hold crypto...
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Candid Coffee: Narrative Busters
Jul 18, 2026 at 8:00 am - 9:00 am
Scott Bessent Affirms The Dollar Is Not Dying
Despite a growing chorus of pundits claiming the “death of the dollar” is imminent,...
The Powell Relief Rally
Monday’s Commentary started: On Truth Social, President Trump stated, “Powell’s...
The Gold Stock Relationship
Since the start of the year, the S&P 500 is down over 10% and nearly 20% from its January peak....
The Kink In The Yield Curve
Economic and inflation forecasts have a highly significant impact on treasury bond yields....
Powells Termination Can’t Come Fast Enough
On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast...
Frontrunning Tariffs Boosts Economic Activity
Recent consumer sentiment readings have been horrendous. For instance, the University of...
Rare Earth Metals: Does China Have The Trump Card?
The chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies on...
Volatility Boosts Bank Bottom Lines
Despite, or actually because of, the recent market turmoil, many large banks and brokers reported...
The Dollar And Inflation: Don’t Believe The Hype
Recently, we have seen claims that the “collapsing” dollar will cause inflation. While...