In March, we wrote an article on the Bougie Broke. This consumer group spends above their means...
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Donald Trump Or Fundamentals? Whats Irking The Bond Market
Bloomberg states: “The presidential race is still a coin-toss with two weeks to go, but...
Amazon Is Challenging The Work From Home Trend
Starting in January, Amazon workers will be expected to work in the office five days a week. While...
Why Are Bond Yields Rising? Lets Ask The Oil Market
It’s no secret that bond yields are heavily impacted by inflation and inflation expectations....
Taiwan Semiconductor Nullifies ASML Fears
Wednesday’s Commentary discussed the shockingly weak booking numbers from ASML. Given that...
Cava: A Hot Trend Comes At A Dear Cost To Investors
Since going public in June 2023, Cava (CAVA) has taken the fast-casual restaurant industry and Wall...
MicroStrategy Is A Leveraged ETF In Disguise
Per its website, MicroStrategy “provides software solutions and expert services that empower...
The Economic Surprise Index Helps Explain Higher Yields
The Fed cut rates on September 18th and many expect them to follow through with more rate cuts in...
JP Morgan And Wells Fargo Kick Off Earnings Season
JP Morgan and Wells Fargo kicked off the third-quarter earnings season on Friday. JP Morgan handily...
Hawkish Dovish Monetary Policy: The Feds Unusual Stance
The graph below, courtesy of Bloomberg, shows their Intelligence data rates the latest Fed meeting...