Market Overview

I was recently honored to be a featured speaker, as well as a gold market panelist, at the 50th anniversary of the New Orleans Investment Conference. So, what follows is a slightly modified version...

Trump is back slashing (or should we say: threatening) tariffs left, right and center. The more gradual approach suggested by his inner circle is nowhere to be seen. It seems like this Trump...

These last few weeks have been quite interesting and have brought out some intriguing comments from the investor and analyst community alike. Yet, the underlying theme, as seen by this market...

In a recent Commentary- MicroStrategy Is A Leveraged ETF In Disguise – we discussed the company’s business model, which revolves almost entirely around highly speculative bitcoin and leverage. To...

Markets are entering a seasonally strong period with historical trends favoring bullish outcomes. Rate cut expectations and strong earnings are fueling optimism across asset classes. Key markets,...

The US economy remains on track to end the year with a moderate increase in output, according to the median Q4 GDP estimate based on a set of nowcasts published by several sources. Recession risk, as...

It was a strange day, for sure. The Treasury rate fell quite a bit, certainly more than I would have expected given the naming of a Treasury Secretary. Of course, the solid 2-yr auction results at 1...

Last week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper. Our conversation...

The EUR/USD is recovering a little after its mini collapse on Friday. However, further eurozone confidence data this week could still spell trouble and tilt the market towards a 50bp ECB cut in...

Corporate insider trading activity has never been more bearish than it is right now. This should be especially concerning given the fact that aggregate insider activity is one of the best predictors...

Stocks bounced back following last week’s decline, with the S&P 500 rebounding by 1.7%. This week will be short, with US markets closed on Thursday and a half-day on Friday. It will also be...

Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by...

The ongoing rise in continuing claims looks worrisome, but initial claims are telling a considerably more upbeat story. Which one’s the better measure? The positive spin via initial claims is...

If you could only track one economic indicator to monitor the economy the trend in payrolls would be a solid choice. Think of it as the fuel that powers consumer spending engine, which accounts for...