The latest NFIB- Small Business Optimism Survey fell for the sixth straight month. Per the NFIB-...
Gold Price Languishes, What’s Next?
As we show below, gold (GLD gold ETF) prices have taken it on the chin lately. The current gold...
Earnings Season Is Upon Us. Are Estimates Too High?
Earnings season starts next week, with banks and airlines leading the way. Last earnings season...
Fertilizer Stocks Plummet With Agricultural Prices
The graph below shows the four largest fertilizer stocks (MOS, NTR, CF, and IPI) have seen a quick...
US Dollar Soars, Further Stifling Economic Growth
On Wednesday morning, the US Dollar hit a 20-year high. A strong dollar makes The Fed’s...
Corporate Bond Spreads Raise Concerns
During June, the BBB-rated investment-grade corporate bond index rose 25bps more than...
The Bond Market Is Presenting Mixed Messages
Bond markets are presenting quite a conundrum for investors. Over the last three months, the yield...
Gas Tax Holidays- Do They Work?
As we roll into the Fourth of July holiday, we thought we would discuss another type of holiday....
Quarter End Window Dressing, Rebalancing, and Volatility
At the end of each quarter, markets often experience heightened volatility as institutional money...
Inflation U-Turn Ahead
There are a growing number of signs that a u-turn in inflation rates may be upon us. For instance,...