Inflation Risks Are Adding Up
Few would disagree that the U.S. Fed was late to the game in fighting inflation a few years ago. Of course, it was a...
AI and Crypto Ignite a Tech IPO Boom: Who’s the Next Go-Public Superstar?
The IPO floodgates have swung open for breakthrough AI and crypto companies ready to shake up the market
Figma’s (NYSE: FIG) debut joined CoreWeave (NASDAQ:...
Back-to-School Spending Season in Full Swing and Key Retail Events
There have been mixed messages on the consumer front from both economic gauges and Q2 earnings reports
The major retailers begin reporting in three weeks,...
Silver Price Correction Over? Or Just Beginning?
Silver has been red-hot this year, nearly hitting $40 recently.
But price action doesn't move in a straight line. Silver has pulled back over the...
Q3 2025 Investor Conferences and Events Calendar Highlights
Tariffs and taxes dominated the macro narrative to kick off the second half. President Trump’s July 9 initial reciprocal tariff deadline came and went,...
Magnificent 7 Diverge as Peak Earnings Season Spotlights Big Tech
As we enter peak earnings season for the second quarter, S&P 500 EPS growth continues to improve, now at 6.4% YoY
Key tech players from...
How Low Can Natural Gas Prices Go?
I did this research using AI when I asked the question:
Can natural gas producers afford to extract gas if price is below 4?
Whether natural...
Oil Prices Trading In Important Price Range
Now that the stock market calendar range for July is set, let’s look at crude oil futures.
First, there is the chart of the United...
Inflation Week on Wall Street Comes as Tariff Risk Re-Emerges
June CPI, PPI, and Retail Sales hit this week, offering key macro information for investors and policymakers
President Trump’s surprise 50% tariff on Brazil and...
Lower Interest Rates: A Big Piece of the Inflation Puzzle
With FOMC minutes published today, most Fed members eye rate cuts this year, but are split on what are the next steps.
One must cynically...