The recent Conference Board Consumer Confidence survey data show a state of cognitive dissonance...
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Will Japan Dump U.S. Treasury Securities?
Japan holds $1.150 trillion of U.S. Treasury securities, well above the next major foreign holder,...
The Economist Makes A Case For Solar Energy
The unique graph below caught our attention, compelling us to read Solar Power Is Going To Be Huge...
Buybacks Are Back
Over the last six-plus months, we have written plenty on how a few stocks lead the market higher...
Consumers Are Turning to Private Label Brands
Consumers are turning away from name-brand foods in an attempt to cut back on spending. Consumer...
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 maker’s 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...