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Daily Market Commentary

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Bond Vigilantes Are Building Tremendous Short Positions

By RIA Team, Jan 17, 2025

Our Commentary from January 7, Outflows Of TLT Are Tremendous, discussed the...

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The Trump Bump And Dump

By RIA Team, Jan 16, 2025

On Monday, the S&P 500 officially made a round trip back to the same levels as election eve....

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The Inflation Narrative Versus Reality

By RIA Team, Jan 15, 2025

Fed rate cuts, tariffs, deficits, California wildfires, and other narratives bolster a growing...

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Buffett Is Worrying, Should You?

By RIA Team, Jan 14, 2025

Warren Buffett’s company, Berkshire Hathaway, has about $325 billion in cash, accounting for over...

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Jobs, Stocks, And Bonds Oh My!

By RIA Team, Jan 13, 2025

The initial reaction to Friday’s BLS jobs report was a yield surge and a sharp stock decline....

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The Quantum Computing Bubble Is Leaking

By RIA Team, Jan 10, 2025

The latest stock market bubble may be one of the shortest-lived bubbles in recent times. Quantum...

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Inflation Concerns Scare The Bond Market

By RIA Team, Jan 9, 2025

As we share below, bond market sentiment, known officially as the term premium, has been almost...

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Credit Spreads Send A Warning For Stock Investors

By RIA Team, Jan 8, 2025

Bloomberg led its article “Credit Markets Signal Warning for a Relentless Equity Rally”...

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Outflows Of TLT Are Tremendous

By RIA Team, Jan 7, 2025

Outflows from bond ETFs, such as TLT, have been tremendous over the last two months. ETFs, unlike...

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Corporate Executives Are Bullish And Bearish

By RIA Team, Jan 6, 2025

Corporate executives are sending vastly different messages to their respective investors. Based on...