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...
MicroStrategy Is A Leveraged ETF In Disguise
Per its website, MicroStrategy “provides software solutions and expert services that empower...
The Economic Surprise Index Helps Explain Higher Yields
The Fed cut rates on September 18th and many expect them to follow through with more rate cuts in...
JP Morgan And Wells Fargo Kick Off Earnings Season
JP Morgan and Wells Fargo kicked off the third-quarter earnings season on Friday. JP Morgan handily...
Hawkish Dovish Monetary Policy: The Feds Unusual Stance
The graph below, courtesy of Bloomberg, shows their Intelligence data rates the latest Fed meeting...
The VIX Is Rising With The Market: Should We Care?
The VIX volatility index spiked on the August 5th yen carry trade sell-off and has not recovered to...
Chinese Pavlov Traders Are Hungry For Stimulus
Chinese stocks (CSI 300) opened Tuesday morning following their week-long Golden Week holiday, with...
Are Employment And CPI Reports That Important To Markets?
The Fed has begun cutting interest rates with the timing and amount of future cuts predicated on...
Goldilocks Employment Data Soothes Investors
Investors are betting on Goldilocks, meaning slow but steady economic and employment growth. This...