Market Overview

Trump is back slashing (or should we say: threatening) tariffs left, right and center. The more gradual approach suggested by his inner circle is nowhere to be seen. It seems like this Trump...

These last few weeks have been quite interesting and have brought out some intriguing comments from the investor and analyst community alike. Yet, the underlying theme, as seen by this market...

In a recent Commentary- MicroStrategy Is A Leveraged ETF In Disguise – we discussed the company’s business model, which revolves almost entirely around highly speculative bitcoin and leverage. To...

Markets are entering a seasonally strong period with historical trends favoring bullish outcomes. Rate cut expectations and strong earnings are fueling optimism across asset classes. Key markets,...

The US economy remains on track to end the year with a moderate increase in output, according to the median Q4 GDP estimate based on a set of nowcasts published by several sources. Recession risk, as...

Donald Trump nominated seasoned hedge fund manager Scott Bessent as the next Treasury Secretary. While the Treasury Secretary has many responsibilities, debt management is one of the most important....

Last week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper. Our conversation...

Last week, we discussed the impact of the Trump Presidency on the financial markets based on expectations of tax cuts, tariffs, and deregulation. Since then, the “Trump Trade” went into full swing,...

Corporate insider trading activity has never been more bearish than it is right now. This should be especially concerning given the fact that aggregate insider activity is one of the best predictors...

Stocks bounced back following last week’s decline, with the S&P 500 rebounding by 1.7%. This week will be short, with US markets closed on Thursday and a half-day on Friday. It will also be...

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by...

The ongoing rise in continuing claims looks worrisome, but initial claims are telling a considerably more upbeat story. Which one’s the better measure? The positive spin via initial claims is...

If you could only track one economic indicator to monitor the economy the trend in payrolls would be a solid choice. Think of it as the fuel that powers consumer spending engine, which accounts for...

The next round of central bank decisions could rank among the most challenging in recent history, perhaps in decades. Policy hawks and doves can cite a fair amount of evidence for supporting their...