Yesterday’s Commentary noted the recent strength in transportation stocks. For example, the...
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DOJ Investigates Powell: Implications For Fed Policy?
Over the weekend, Jerome Powell revealed that the Department of Justice (DOJ) has opened a criminal...
Fannie And Freddie To The Rescue
President Trump is using Fannie Mae and Freddie Mac to help make housing more affordable. According...
Stagnation Is Lulling The Fed To Sleep
The JOLTs data released on Wednesday paint a picture of labor market stagnation. The graph below...
Fed Challenges: Bill Dudley’s Take On 2026
Bill Dudley, a respected economist and President of the New York Fed during the Financial Crisis,...
Minerals, Russia, China & Iran: More On Venezuela
Yesterday’s Commentary discussed the potential impact of regime change in Venezuela on the energy...
Venezuela Leads Energy Stocks Out Of The Gate In 2026
Venezuela holds 20% of the world’s proven oil reserves. Not only are they the largest, but as...
Tesla EV Deliveries Continue to Lag Global Rivals
Tesla EV deliveries totaled 1.64 million vehicles in 2025, leaving the company behind China’s...
YTD Returns Highlight a Narrow Market
YTD returns across major U.S. asset classes continue to reflect a highly concentrated market. The...
Electricity Prices Could Become a Structural Inflation Problem
Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime...