Consumers are turning away from name-brand foods in an attempt to cut back on spending. Consumer...
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Communication Data Implies Remote Work is Here to Stay
The chart below, courtesy of @KobeissiLetter on X, depicts downtown cell communication data for...
Global Diversification Might Not Be Dead
The chart below suggests that global diversification could be dead. The S&P 500 notched a total...
Mega Cap Valuations are Dwarfed by Tesla
Tesla investors are betting on the EV makerโs path to tech-caliber profitability. However, the...
Michigan Survey Shows Consumer Concerns
Over the past few months, we have witnessed a decided deterioration in consumer spending. For...
Sentimentrader Highlights Bad Market Breadth
Bad market breadth seems to be a hallmark of the rally off of the 2022 lows. Simply, very few...
The CPI Report Supports Rate Cuts Later This Year
The Fed got good news yesterday, with the headline CPI coming in at 0% for the month. More...
Energy Prices Drive The Fed Despite What They Say
The Fed often stresses that it prefers core inflation measures, which exclude food and energy...
Degen Traders Are Taking Storm Of The Markets
Degen traders, short for degenerates, are taking storm of the markets. The Wall Street Journal...
A Great Jobs Report With Ugly Underpinings
The BLS jobs report showed the economy added 272k jobs, well above expectations of 175k, and the...