Robinhood, the financial brokerage company, just introduced an AI credit card agent. The AI credit...
Low Savings Boosts Spending Today But At A Cost Tomorrow
One of the most underappreciated risks to the economic outlook is the historically low personal...
Crudes Biggest Moving Average Gap Since 1984
We thought we were done with our recent stream on crude oil prices, consumer confidence, and their...
Consumer Confidence Is Falling: Will Bond Yields Follow?
Yesterday’s Commentary led with a discussion of how bond yields have risen far more than bond...
Inflation Expectations And Real Yields Tell Different Stories
Since the Iranian conflict began, bond yields have risen sharply due to investor expectations of a...
Fed In Flux: Are They Turning Hawkish Or Neutral?
Last week’s release of the April FOMC minutes shows a growing push among the FOMC members to...
SpaceX Is Ready For Launch
SpaceX filed its securities registration with the SEC and is now set to conduct its IPO on or...
Its Not Just Nvidia: Three Chips Power The Boom
When investors discuss the semiconductor chips driving AI infrastructure, they almost always key on...
Pipelines Are Defusing Iran’s Negotiating Leverage
Some political pundits think that Iran holds important negotiating cards versus the US if it can...
The NVDA Earnings Report: Could It Pop The Gamma Bubble?
As we wrote in Yesterday’s Commentary, the broad market indexes have surged since the April...
