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Daily Market Commentary

What Are Material Stocks Telling Us?

By Michael & Lance, Dec 10, 2024

Material stocks have been one of the worst-performing sectors this year, lagging the S&P 500 by...

Housing Affordability Brings Market To A Standstill

By Michael & Lance, Dec 9, 2024

Housing affordability helps explain why residential real estate transactions have reached a...

100k Bitcoin

By Michael & Lance, Dec 6, 2024

Turn on CNBC, and you will notice a bright green box permanently affixed to the bottom right corner...

Lilly Tops Nordisk In Weightloss Battle

By Michael & Lance, Dec 5, 2024

The two market-leading weight loss/obesity drugs (GLP-1), Zepabound (Eli Lilly) and Wegovy (Novo...

The Dollar And Oil Foresee A Santa Rally For Bonds

By Michael & Lance, Dec 4, 2024

Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth....

In Store Sales Falter Despite A Good Black Friday

By Michael & Lance, Dec 3, 2024

Based on early Black Friday sales estimates, sales were strong, but shoppers were much more...

New Home Sales And Home Prices Argue For Another Cut

By Michael & Lance, Dec 2, 2024

New home sales fell by 17.30% in October, marking the most significant monthly decline in ten...

Leverage And Speculation: Signs Of A Raging Bull Market

By Michael & Lance, Nov 27, 2024

In a recent Commentary- MicroStrategy Is A Leveraged ETF In Disguise – we discussed the...

The 3-3-3 Rule

By Michael & Lance, Nov 26, 2024

Donald Trump nominated seasoned hedge fund manager Scott Bessent as the next Treasury Secretary....

Bitcoin Is Entering Volatility Season

By Michael & Lance, Nov 25, 2024

Since the election, Bitcoin has risen nearly 50%. While Bitcoin investors are licking their chops,...