Our Commentary from January 7, Outflows Of TLT Are Tremendous, discussed the...
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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...
Inflation Concerns Scare The Bond Market
As we share below, bond market sentiment, known officially as the term premium, has been almost...
Credit Spreads Send A Warning For Stock Investors
Bloomberg led its article “Credit Markets Signal Warning for a Relentless Equity Rally”...
Outflows Of TLT Are Tremendous
Outflows from bond ETFs, such as TLT, have been tremendous over the last two months. ETFs, unlike...
Corporate Executives Are Bullish And Bearish
Corporate executives are sending vastly different messages to their respective investors. Based on...