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Daily Market Commentary

America Is Avoiding A Global Recession, So Far

By Michael & Lance, Feb 16, 2024

On Thursday morning, Japan and the United Kingdom reported a negative GDP for the second...

Lyft Blunder Causes Chaos

By Michael & Lance, Feb 15, 2024

Lyft’s earnings announcement Tuesday night was one for the ages. Their quarterly earnings...

Small Businesses Are Struggling Despite The Economy

By Michael & Lance, Feb 14, 2024

Per the U.S. Chamber of Commerce, 43.5% of GDP comes from small businesses. The Small Business...

Trueflation Or CPI Inflation?

By Michael & Lance, Feb 13, 2024

On January 23, we led the Daily Commentary with a couple of paragraphs titled Is Trueflation A...

A Major Obstacle to the Energy Transition

By Eric Theriot, Feb 12, 2024

The supply side of the energy transition is well on its way, but the demand side of the equation...

Tesla Is On Sale- Is It Time To Buy?

By Michael & Lance, Feb 9, 2024

The Magnificent Seven continue to lead the market higher as they did last year. However, one of the...

NYCB Is Downgraded And Contagion Fears Increase

By Michael & Lance, Feb 8, 2024

Late Tuesday night, Moody’s downgraded NYCB’s credit rating to BB, putting it in junk...

China Stocks In Freefall, Government To The Rescue

By Michael & Lance, Feb 7, 2024

In early 2021, China’s CSI 300 Index, representing the top 300 stocks traded on the Shanghai...

CRE Contagion – Which Banks Are At Risk?

By Michael & Lance, Feb 6, 2024

The price of New York Community Bank (NYCB) was cut in half last week as it drastically increased...

The Labor Market Is On Fire

By Michael & Lance, Feb 5, 2024

The BLS stunned investors Friday morning, reporting that the labor market was hotter than expected....