Browsing Category
Economy
Even-Weighted S&P 500 Outperforms as Market Breadth Improves
After yesterday’s huge rally (S&P +1.5%, NASDAQ +2.3%), stocks are giving some back today. Once again, the move is AI-related, where…
Read More...
Read More...
Commodities Could Outshine Equities as Monetary Easing and Growth Reaccelerate
"This is *the* key asset class to watch in the coming months and years"
Here’s one key asset class that’s out of fashion, overlooked, and…
Read More...
Read More...
Semiconductor Stocks Outperform as Supply Pressures Ease and AI Demand Grows
Wall Street extended gains Monday as investors cheered signs that the historic U.S. government shutdown could finally be nearing an end.…
Read More...
Read More...
Capital Flight to America Accelerates as Tesla Hype and AI Boom Dominate Markets
shareholders voted to provide Elon Musk with a $1 trillion pay package by a whopping 75%. Of course, for Elon Musk to get his $1…
Read More...
Read More...
Could Trump’s Tariffs Go the Way of the White House East Wing?
The diggers have already demolished parts of the White House’s East Wing to create Donald Trump’s new ballroom. Could the Supreme Court…
Read More...
Read More...
Tactical Vs. Strategic Investing: Where Should You Draw the Line
There’s no consensus on what defines “tactical” for asset allocation, but I know it when I see it. But on Wall Street and beyond, the…
Read More...
Read More...
Investor Dilemma: The Pavlovian Trap Behind Every Market Rally
Classical conditioning teaches us a valuable lesson regarding the current investor dilemma. Pavlov’s research discovered a basic…
Read More...
Read More...
The Compliance Gap: Unmonitored Tools and Unintended Consequences
October 2025 Capital Markets Regulatory Updates31 October 2025: The U.S. Securities and Exchange Commission (SEC) issued an…
Read More...
Read More...
Speech by Governor Miran on stablecoins and monetary policy
Thank you, I really appreciate the opportunity to speak to you today.1
I…
Read More...
Read More...
Healthy Correction Deepens as Dip Buyers Stay on the Sidelines
The correction continues. Dip buyers are still on the sidelines this morning.
It’s an AI-driven pullback. Today, the even-weighted…
Read More...
Read More...