Semiconductor chip companies have been benefiting from strong momentum and a powerful narrative....
Upcoming Event
Candid Coffee: Narrative Busters
Jul 18, 2026 at 8:00 am - 9:00 am
Upcoming Event
SOCIAL SECURITY DYNAMIC LEARNING SERIES
Aug 6, 2026 at 12:00 pm - 1:00 pm
Upcoming Event
MEDICARE DYNAMIC LEARNING SERIES
Aug 20, 2026 at 12:00 pm - 1:00 pm
US Energy Efficiency: We Have Come A Long Way
The graph below paints a very interesting picture of US energy efficiency and a key structural...
The Feds Ambiguous Guidance
The FOMC released the minutes from Chair Warsh’s first meeting on Wednesday, and the best...
The Low VIX Hides Fierce Undercurrents
Goldman Sachs’s volatility desk made the following comment: “With the VIX back to its...
Is Global Liquidity Peaking?
Michael Howell, founder of CrossBorder Capital, is one of the most followed global liquidity...
The Dollar Narrative Has Turned
Months ago, the financial headlines were littered with stern warnings that the dollar was...
Forward Guidance: R.I.P
Fed Chair Kevin Warsh used his first major public appearance, a panel at the ECB’s annual...
The Yen At 40-Year Lows: Should You Care?
As shown below, the Japanese yen has fallen to levels not seen since the late 1980s. (Note the...
Debt Versus Equity: SPCX Bucks The Trend
Three weeks ago, we wrote A Supply Tsunami Is Coming. The article discussed why the world’s...
AI Memory Chips Spark Inflation Worries
Last week, Apple raised prices on certain products, citing rising costs of AI memory chips. In a...