paid Gold • 2 min read Gold Is Glittering We've been bullish on gold since it broke out above $2,000 per ounce at the end of…
paid Gold • 3 min read Trump Making Powell The Fall Guy Again As we've said before, any day without Trump Tariff Turmoil (TTT) is a good day for financial markets.…
public Tariffs • 3 min read Stocks Greet Liberation Day With Bronx Cheers President Donald Trump and his guests at the Rose Garden today celebrated Liberation Day. Stock investors won't be…
paid Tariffs • 3 min read 'Liberation Day' Coming One Day After April Fools' Day The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just…
paid Gold • 3 min read Getting Dizzy? Buy Gold. Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that…
paid Dollar • 4 min read Dollar Still Dominant Despite Recent Weakness The DXY Dollar Index has fallen 3.0% since it peaked on January 13. Weaker-than-expected consumer spending and sentiment as…
paid Gold • 2 min read Buying What Glitters A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
paid PPI • 3 min read Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
paid US Treasury • 3 min read Bessent Follows Yellen’s Lead & Gold Price Rises To New High The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be…
paid GDP • 3 min read Fed's Dovish Pause Boosts Stocks, Gold, And Bitcoin Fed Chair Jerome Powell's basic message during his press conference yesterday was that the Fed is in no…
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 Geopolitics • 3 min read Geopolitical Risks Abound The world is getting more dangerous. That doesn't seem to be having any impact on the US stock…