public Market Call • 3 min read Market Call: Trend Spotting Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora,…
public Commodities • 3 min read Sell Bonds, Buy Gold? Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
public Market Call • 3 min read Market Call: The Next Surprise So far, September isn't living up to its bad reputation for the stock market now that the S&…
public Fed • 3 min read Powell Declares Mission Accomplished The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary…
paid Bonds • 3 min read Tough Treasury Auctions Belie Renewed Recession Chatter US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our…
public Fed • 2 min read Bond & Stock Prices In Mini Meltup Over Soft Landing Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
paid Market Call • 2 min read Market Call: Spotting Reindeers Last week was a wild one for sure in the bond and stock markets. The bond yield plunged and stock…
paid Bonds • 2 min read Ackman's Big Short “There is too much risk in the world to remain short bonds at current long-term rates,” Bill Ackman said in…
public S&P 500 Earnings • 2 min read The Forces Of Light Versus The Forces of Darkness Yin and yang. The forces of darkness appeared in the bond market while light shined in the stock market today.…
paid Bonds • 2 min read A Sunny Day With Storm Clouds Despite the dark news coming out of the Middle East, today was sunny in the bond and stock markets. It&…
public Crude Oil • 2 min read Fed Officials Calm Troubled Waters The bond market was closed today for Columbus Day. However, the iShares 20+ Year Treasury Bond ETF (TLT) surged 2.…