Human capital is an important input for growth at non-manufacturing tech companies such as NVDA. It...
Last Call for Window Dressers
Some institutional investors must only report their holdings by the end of a month or quarter. As...
Banks And Credit Investors Have Vastly Different Opinions
Corporations predominately borrow from banks and credit investors via the corporate debt markets....
Will The Red Sea Blockade Reignite Inflation Fears?
Houthi rebels are attacking Red Sea vessels and greatly limiting traffic in one of the...
Optimism Is Extreme: What Might It Portend?
In Tuesday’s Commentary, we shared four indicators of market breadth. While they all show...
SPY Sees A Massive Inflow Of Funds
Per a Bloomberg article entitled World’s Biggest ETF See Record $21 Billion Flow on Stock...
Record Highs In Sight As Breadth Improves
The S&P 500 is only 2% below record highs set two years ago. It appears highly likely the index...
The VIX Index Warns Of Complacency
The VIX index, measuring the implied volatility of the S&P 500, is now at its lowest level...
Santa Powell Lights Up The Markets
Following Wednesday’s Fed meeting, ZeroHedge aptly titled an article, “Santa Powell...
The Pause Lengthens As The Fed Walks A Tightrope
The Fed’s pause since the last rate increase is five months old. To help appreciate the...
