The Nasdaq rebalanced its holdings as expected yesterday. However, investors were not expecting the...
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US Oil Production Hits Records
The US now accounts for the most oil production in the world. Importantly, as we share in the graph...
RRP Program Dwindles As Excess Liquidity Fades
The Fed offers banks and money market funds reverse repurchase agreements (RRP) to drain excess...
Bitcoin Is ‘A Hyped Up Fraud’ Says Jamie Dimon
JP Morgan CEO Jamie Dimon testified to Congress on Wednesday in a routine meeting about the banking...
The ADP Jobs Report Shows Below Trend Growth
The ADP jobs report came in at 103k versus the expected 130k. The ADP also revised the jobs count...
To Rent Or Buy A Home? The Tide Has Turned
The Economist published an article entitled Is It Cheaper To Rent Or Buy Property? It shows how the...
Year End Trading Patterns Take Hold
Per the Tweet of the Day, our SimpleVisor relative analysis tool suddenly shows the real estate...
Where Are 10 Year Yields Going?
10-year U.S. Treasury note yields have fallen by nearly 0.75% since late October. Fundamentally...
Clean Energy Dirties Portfolios
When President Biden took office, investors assumed clean energy would be a top priority....
Charlie Munger Passes But His Wisdom Lives On
Warren Buffett’s partner, Charlie Munger, passed away on Tuesday at the ripe age of 99....