Please try another search
This article follows part one, which discusses the massive investment dollars that will be spent expanding and modernizing the power grid to facilitate demand from AI data centers and EV users. With...
A broad set of US economic indicators continue to show that the odds are low that an NBER-defined recession has started or is imminent. This profile upends the dark narrative favored in some...
Corporate greed is not causing inflation, despite the claims of many on the political left who failed to understand the very basics of economic supply and demand. “If you take a look at what people...
It will be a holiday-shortened trading week, with markets in the US Closed today for Memorial Day. We had some typical holiday-like price action on Friday, with light trading volumes and the typical...
The monetary policy outlook has been uncertain, but primarily in terms of the timing of the first rate cut. But that’s starting to change as the Fed funds futures price in the possibility of a rate...
As we discussed recently, Wall Street economists increasingly believe the risk of recession has fallen sharply. To wit: “Economists don’t think the economy will get even close to a recession. In...
As the U.S. economy continues to navigate a complex landscape with persistent inflation and a stock market setting new highs, the Federal Reserve seems committed to its patient approach regarding...
US economic activity is expected to post a modestly firmer increase in the second quarter, based on the median estimate for a set of nowcasts compiled by CapitalSpectator.com. More than half of the...
Defense sector surges amid geopolitical tensions, driven by Russia-Ukraine conflict and Middle East instability. Opportunities exist through specialized funds like VanEck Defense ETF and HANetf Future...
The S&P 500 finished the day flat yesterday as markets braced for Nvidia (NASDAQ:NVDA) earnings on Wednesday afternoon. 'Braced' may be an overstatement based on today’s implied volatility...
The Biden administration announced significant tariff increases on China last week, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs,...
Last week’s strong rally in commodities expanded the performance lead for the asset class over the rest of global markets, based on a set of ETFs through Friday’s close (May 17).WisdomTree...
This week will be noticeably slower, given that there are hardly any data points until Wednesday, the 20-year Treasury auction doesn’t happen until Wednesday, the Fed minutes come Wednesday, and...
Maximize your hustle - 4 reasons why trading is a great side hustle for that extra income!
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his...