We found a special chart that clearly outlines how narrow this rally has been dominated as it has by the AI high-tech stocks led by Nvidia....
Our chart of the week looks at the Dow Jones Industrials (DJI) on an inflation adjusted basis. It gives us some interesting charts dating from 1800...
Three themes dominated this past week. We cover all three. Inflation, the debt limit and the still ongoing banking crisis along with the emerging commercial real...
The Fed hiked another 25 bp as expected. The Fed outlined some of the problems but downplayed the bank crisis. They also left things open for...
A big week coming up with the FOMC May 2-3 and the expected 25 bp hike with a pause. Friday brings us the April job numbers...
While we live in an ever-changing world we have events today that could leave the world dramatically changed from where it was prior. We re-chronicle the...
Oil prices (along with all commodities) have played a role in inflation particularly over the past 75 years. We show how rising and falling oil prices...
We look at price performance for some selected assets over time. Gold is a leader which may surprise many. Worst performer is bonds. We also examine...
Markets put in a good week last week as they seem to believe the Fed will pivot and the banking crisis is over (hint: it isn't)....
The banking crisis continues with the potential collapse this past week of Deutsche Bank. DB is in the category of too big to fail like Credit...