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November 2025 Review and Outlook

Executive Summary The return of volatility reveals strength in equities, not weaknessWhite House issues executive order “Launching the Genesis Mission”Precious metals continue historic pace as silver breaks out to new…

Indonesia floods death toll passes 500

Flora DruryandBBC IndonesianWatch: BBC reports from the site of deadly flooding in West SumatraThe death toll in the floods which struck Indonesia last week has now climbed to more than 500, with rescue workers still battling to reach…

Weekly Chartstopper: November 28, 2025

This WeekMarkets rose this week, as December rate cut odds continued their rebound to 85+% now from a low 30% last week for a few reasons:Fed Governor Waller (again) advocated for a December cut since “most… data the labor…

The K-Shaped Economy in One Graph

Tuesday’s weak Consumer Confidence report was a good reminder of why some economists are calling our economy the K-shaped economy. The Conference Board Index fell 6.8 points to 88.7 in November, below expectations of 93. Moreover, it…

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