Market Overview

Markets were up on the broader index but mixed overall, with 319 names lower in the S&P 500 and 180 higher. The day was uneventful from an equity market standpoint, but we saw big moves in FX,...

As families gathered to celebrate Thanksgiving last week, there was a morsel of good news for consumers: the cost of the traditional feast fell for the second year in a row. A classic Turkey Day...

Investors are weighing stocks' steady growth against Bitcoin's high-risk, high-reward potential. The S&P 500 looks strong, but Bitcoin's fate depends on regulations and government...

Global markets delivered mixed results in November. US stocks and real estate investment trusts led last month’s winners, rebounding with solid gains following October’s decline, based on a set of...

New home sales fell by 17.30% in October, marking the most significant monthly decline in ten years, as shown in the graph on the left below. Furthermore, the supply of new homes on the market rose...

This will be a full week of trading with significant market-moving economic data on the agenda. It begins Monday with the ISM Manufacturing report and concludes Friday with the Jobs report. However,...

I was recently honored to be a featured speaker, as well as a gold market panelist, at the 50th anniversary of the New Orleans Investment Conference. So, what follows is a slightly modified version...

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...

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....

It was a strange day, for sure. The Treasury rate fell quite a bit, certainly more than I would have expected given the naming of a Treasury Secretary. Of course, the solid 2-yr auction results at 1...

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...