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Daily Market Commentary

A Second Trump Term Stokes The Inflation Narrative

By Michael & Lance, Nov 7, 2024

After Tuesday night’s initial election results started to point to increasing odds of a Trump...

De-dollarization Or Re-dollarization?

By Michael & Lance, Nov 6, 2024

Some gold and Bitcoin bugs claim the U.S. dollar is being inflated away and that our politicians...

Residential Construction Jobs At Risk

By Michael & Lance, Nov 5, 2024

The number of residential construction workers has almost doubled since the aftermath of the...

Market Polls To Help Handicap The Election

By Michael & Lance, Nov 4, 2024

With election eve upon us, we thought it would be helpful to share market based presidential...

PCE Price Index Is Back Into The Pre-Pandemic Range

By Michael & Lance, Nov 1, 2024

It’s too early for the Fed to claim the infamous “mission accomplished” for...

Will Halloween Fear Bring November Cheer For Bondholders?

By Michael & Lance, Oct 31, 2024

The last two Halloweens capped off a few frightful months for bondholders. However, as we share...

Market Turbulence Ahead: Buckle Up

By Michael & Lance, Oct 30, 2024

Many events could roil the markets over the next two weeks and/or send them surging. Accordingly,...

Continuing Jobless Claims Diverge From Initial Claims

By Michael & Lance, Oct 29, 2024

Along with this week’s BLS, JOLTs, and ADP labor market reports are the weekly initial and...

Compounding With Passive And Active Strategies

By Michael & Lance, Oct 28, 2024

The Tweet on the left below from Charlie Bilello makes a strong case for a passive, buy-and-hold...

Robo-Taxi: Tesla Or Uber?

By Michael & Lance, Oct 25, 2024

What a difference two weeks make. Despite a 15% gain on Thursday, Tesla shares are back to where...