Market Overview

Animal spirits are running loose. Bitcoin just hit all-time highs; NFTs of penguins and monkeys selling for over $500k; Virtually bankrupt stocks like Carvana (NYSE:CVNA) rallying to the...

This week will be dominated by inflation data and the bond auction returning to the 1 PM ET time slot. Today, a 3-year Treasury auction will be at 1 PM ET.Tuesday will release the highly anticipated...

The Biden team keeps talking about how they can’t believe how underwater the President’s poll numbers are when the economy is so frickin’ good. “As soon as people figure out...

Several indicators of investor sentiment are showing rising “greed” levels. And when investors get greedy, it tends to imply that we are nearing a top.But, I am unsure why greed levels are...

Presidential elections and market corrections have a long history of companionship. Given the rampant rhetoric between the right and left, such is not surprising. Such is particularly the case over...

Economic activity remains on a path to slow in the next month’s release of first-quarter GDP data, according to the median nowcast via a set of estimates compiled by CapitalSpectator.com.The...

In 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, inflation is higher than the Fed’s target, economic growth is above historical trends, and financial...

Stocks fell sharply yesterday, ahead of Jay Powell’s testimony today. It would be great if Powell acknowledged how much financial conditions have eased and that easing conditions could undermine...

Though the economy is stable and markets are bullish by definition of price trends, the underpinning is anything but healthy.The U.S. national debt is rising by $1 trillion about every 100 daysOf...

Despite a slight slowdown, the economy continues to thrive and the chances of a rate cut at the March 20 meeting stand at a minuscule 2%. In this piece, we will consider the recent statements from...

Bitcoin and gold were both top of mind at last week’s 2024 Investment U Conference in Ojai, California, which I had the privilege of presenting at. There was a rumor circulating that the Bitcoin...

A lot is happening this week with key data and earnings in the offing. Powell, the ECB, and Broadcom (NASDAQ:AVGO) earnings have the potential to be market movers.As discussed on Thursday, the Nasdaq...

In the podcast, we covered several global macro themes and investment opportunities.Macro is back, and it’s impacting markets everywhere you look. We discussed the chart above: it shows the...

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