Since the Iranian conflict began, bond yields have risen sharply due to investor expectations of a...
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Fed In Flux: Are They Turning Hawkish Or Neutral?
Last week’s release of the April FOMC minutes shows a growing push among the FOMC members to...
SpaceX Is Ready For Launch
SpaceX filed its securities registration with the SEC and is now set to conduct its IPO on or...
Its Not Just Nvidia: Three Chips Power The Boom
When investors discuss the semiconductor chips driving AI infrastructure, they almost always key on...
Pipelines Are Defusing Iran’s Negotiating Leverage
Some political pundits think that Iran holds important negotiating cards versus the US if it can...
The NVDA Earnings Report: Could It Pop The Gamma Bubble?
As we wrote in Yesterday’s Commentary, the broad market indexes have surged since the April...
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...
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