Axios recently put out an article with the graph below. As shown, the wealthy, defined as the top...
Fed Funds Expectations Are Misaligned With Market Expectations
There is a gap between the logic of the stock and bond markets. Most stock market analyst...
Buy Now Pay Later
Since 2022, credit card debt has grown 10% annually to a record high of $1.08 trillion. That is...
The Corporate Bond Market Is Stirring But Not Worrisome
“U.S. (corporate) high-yield bonds have sold off at the fastest pace since March, when...
Government Spending Drives The Economy
Since January 2022, nominal GDP has grown by $2.5 trillion or 5.77% annually. Such a growth rate is...
Tax Gain Selling And Undressing Take Charge
Quite often, year-end trading is not a function of recent economic trends, earnings projections, or...
The Presidential Election Provides Stocks A Tailwind For 2024
Our first article of the year, January Stats & New Year Investing Resolutions for 2024,...
What May Lie Ahead in 2024?
Happy New Year! To get an idea of what may lie ahead in 2024, we need to briefly review the market...
The Calm Before the Storm
It’s the last trading day of 2023, and not much is happening around the market. Stocks have edged...
A Case for Adjusting NVDA’s Earnings
Human capital is an important input for growth at non-manufacturing tech companies such as NVDA. It...
