With Donald Trump now officially President, we will learn which campaign promises were rhetoric and...
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Meme Coins Transfer Wealth Not Create It
A reader of Tuesday’s Daily Commentary made a very astute comment. The title of the...
Trump Meme Coin Creates Billions Out Of Thin Air
With markets closed over the long holiday weekend and Donald Trump’s inauguration and related...
Was CPI Better Than Good
The latest CPI inflation news was OK. The 0.4% headline increase is higher than in prior months but...
Bond Vigilantes Are Building Tremendous Short Positions
Our Commentary from January 7, Outflows Of TLT Are Tremendous, discussed the...
The Trump Bump And Dump
On Monday, the S&P 500 officially made a round trip back to the same levels as election eve....
The Inflation Narrative Versus Reality
Fed rate cuts, tariffs, deficits, California wildfires, and other narratives bolster a growing...
Buffett Is Worrying, Should You?
Warren Buffett’s company, Berkshire Hathaway, has about $325 billion in cash, accounting for over...
Jobs, Stocks, And Bonds Oh My!
The initial reaction to Friday’s BLS jobs report was a yield surge and a sharp stock decline....
The Quantum Computing Bubble Is Leaking
The latest stock market bubble may be one of the shortest-lived bubbles in recent times. Quantum...