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Economy
Commodities May Be Booming Right Now, but Be Careful of the Looming Reversal
It is always interesting when commodity prices rise. The market produces various narratives to suggest why prices will keep growing…
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Commencement address by Governor Cook at the Girls Global Academy 2024 commencement ceremony
Thank you, Dr. O'Neal. It is an honor to be here to celebrate with you—the…
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Job Openings Hitting 3-Year Lows the Canary in the Coalmine for US Economy?
Job Openings Hitting 3-Year Lows the Canary in the Coalmine for US Economy?
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Data Centers Are Driving an Electricity Demand Surge from AI Platforms like ChatGPT
Did you know that every time you type a query into ChatGPT, it requires about 10 times as much electricity to process as a Google…
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Federal Reserve Board – Federal Reserve Board announces approval of application by…
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Federal Reserve Board – Federal Reserve Board announces that results from its annual bank…
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These Economic Indicators Could Be Signaling a Potential Risk-Off Shift
It is becoming increasingly clear that someone is offside; it’s just a matter of who. I know talking about credit spreads and implied…
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The NY Fed Is Getting Concerned About Banks and No One Is Paying Attention
Credit card and auto loans are increasing the risk on bank balance sheets.
The largest holders of these loans include JP Morgan,…
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These Alternative Energy Stocks Are Poised for Takeoff
We continue with our discussion of investment ideas that could benefit from upgrading and expanding the power grid to accommodate surging…
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Global Market Return Forecast Climbs to 7.1% in May; US Stocks Lag
The performance outlook for the Global Market Index (GMI) ticked higher again in May. For the fourth straight month, GMI’s long-term…
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