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October 2025 Review and Outlook

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Executive Summary U.S. equities reached hit record highs in October, led by large-cap growth stocks and the “Magnificent Seven”Market breadth narrowed, with value indices and midcaps lagging but remaining in technical…
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Play Your Inflation Cards Right

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Higher? Lower? It’s game show time! Where’s inflation heading? Will 2026 be your year, and how will central banks play their cards? Fingers on buzzers, teams, as we look ahead to a big week in financial markets.Higher, Lower, What’s Your…
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The Most Dangerous Era in History

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We live in what Brett Arends claimed as “The Dumbest Stock Market In History,” but I believe it is potentially the most dangerous era. That phrase is not hyperbole as it reflects structural distortion, extreme valuations, and an…

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Kevin Warsh’s First Fed Test: QE Without Calling It QE

admin

Africa: Human Rights Watch Renews Scrutiny of US-Africa Health Deals

Rates Spark: The Damage Has Been Done

Oil, DAX Forecast: 2 Trades to Watch