Are Long-Dated Treasury Bonds A Place For Safety?
A war in the Middle East can have significant and multifaceted impacts on the United States.
Typically, oil and gas would have the biggest impact...
Energy Sector Is Proving All Hands Are On Deck!
Even before the Israeli/Iran crisis, crude oil was on our radar and in our portfolio over $62 a barrel.
Shale oil supply could be peaking....
String of Hot IPOs Could Spark Dealmaking
Wall Street mega-mergers have not hit the tape as the second quarter comes to a close
Animal spirits have been kept at bay, but there...
Which Q2 Earnings Reports Could Have Biggest Impact On Markets?
The unofficial start of the next earnings season is still roughly a month away, but recent research out of the University of California, San...
Key Stock Market ETFs Battling 50-Week Moving Average
By now, I hope you listened to the 36-minute interview I did early last week with Maggie Lake.
In case, link to the interview.
“ all hands...
Stock Market Sector Insights: Energy, Bitcoin, and Retail
On Monday, I sat down with the incomparable Maggie Lake.
As she posts on her Substack page, “As ever with Mish, we got through a...
Is Apple’s Stock (AAPL) Set For Revival?
Apple (NASDAQ: AAPL) is currently navigating a perfect storm:
Soft device demand- UBS reports U.S. consumer intent to buy an iPhone in the next 12 months...
Reverse Stock Splits Slow After Record High in Q1 2025
Reverse stock splits, possibly indicating corporate distress, hit a 10-year high in Q1 2025
The reverse-to-traditional split ratio also surged in Q1 2025
This trend began...
Small Cap Stocks, Retail, Transports Provide Glimpse At Economy
Considering how much the market has absorbed and yet keeps on ticking, I thought we should look at what Druckenmiller calls the “inside” sectors...
