Market Overview

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,...

Last week, we discussed the increasingly bullish market forecasts for next year. We also noted that the market tends to trade positively heading into the Thanksgiving holiday, to which the market did...

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...

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...

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...

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,...

The EUR/USD is recovering a little after its mini collapse on Friday. However, further eurozone confidence data this week could still spell trouble and tilt the market towards a 50bp ECB cut in...