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Economic Strength Trumps Rate Concerns as Investors Stay Bullish
Stocks are trying to cope with the implications of a stronger economy, but also higher interest rates. A strong economy is good for…
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2025’s Biggest Surprise: The Lack of Market Impact from Economic Policy and Data
From the US tariff policy to central bank meetings to the US government shutdown, seemingly major traditional economic developments were…
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Santa Claus Rally Builds as Gold and Silver Hit New Highs
The Santa Claus rally is building. and are at new all-time highs.
The strong move up in equities on Friday continues this morning. The…
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Economic Week Ahead: GDP, Consumer Confidence in Focus Amid Holiday Calm
This looks to be a mercifully quiet holiday week that nonetheless offers a smattering of key data releases. Chief among them will be Q3’s…
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What Inflation Alarmists Missed in Their Warnings
Over the last couple of years, inflation alarmists such as Paul Tudor Jones, James Grant, and Jeff Gundlach have all said that inflation…
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Looking at Nasdaq-100 Index Adds and Deletes | Nasdaq
We have said before that index funds rarely trade, which is mostly true. The obvious exception is when the index itself does…
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Russia’s Rate Cuts Slow as War Spending Keeps Policy Tight
Russia’s central bank signaled on Friday that easing will remain cautious even as it delivered its fifth consecutive rate cut,…
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Weekly Chartstopper: December 19, 2025
This WeekWe got some major data releases this week, but they all came with a big ol’ asterisk. (And AI spending remained a…
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Quadruple Witching Day as Rally Continues and Tech Leads Gains
Yesterday’s rally continues. AI concerns are abating, and global interest rates are on the rise.
All the major indexes opened to solid…
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