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With the President calling for his “voice to be heard,” the prospect of sharply lower rates in the second half of 2026 does provide a bearish backdrop to the US dollar in 2026.
Chair Jerome Powell emphasized that monetary policy is now much closer to neutral and that the central bank is likely nearing the end of its rate-cutting cycle.
We discuss the three massive asset price bubbles -- in credit, real estate and stocks -- threatening to take down our fragile economy and dash the retirement hopes for millions.
Instead of 25% each into an equity index, long bonds, gold, and cash, what about a portfolio that puts 25% each into individual stocks that seem to combine staying power as well as some sort of demand story that bodes well? Let's explore that idea.
Cameco Corporation had lowered its 2025 uranium production outlook earlier this year, citing development delays at the McArthur River mine. The company expects Cigar Lake and McClean Lake performance to help offset about 1 million lbs of lost supply.
Given the rise of artificial intelligence, how much additional power will data centers need by 2035? Here’s a trio of estimates from Bloomberg, Bloom Energy, and S&P.
The cryptocurrency market has experienced a brief period of stabilization following several weeks of ups and downs. The latest correction has seen most cryptocurrencies seesawing around the same values they had over a week ago.
Broadcom pulled back on Friday despite the company reporting better-than-expected Q4 results and raising its quarterly dividend 10%. Upside was driven by AI, as Q4 AI revenues were $6.5 billion, while Q1 AI revenues are expected to double.
Out-of-the-money Alphabet, Inc. put options can give a 1.77% to short-sellers over the next month. Moreover, Alphabet stock has +32% upside based on an FCF-based target. Buying in-the-money calls is another potential play.
The US dollar fluctuated against the Japanese yen for the better part of the month, and this past week's trading was no different. The JPY155 level looks to be important at this juncture, right along with the JPY158 level.
“What about the AI bubble?” is the most common question being asked of economists and investment professionals today. Skepticism is appropriate about two issues: the assertion of a bubble, and the valuation of companies in new fields.
In this video, we dig into one of the biggest misconceptions in the market. Are investors diversified when they buy the S&P 500? Spoiler: Probably not.
Coinbase Global is poised for a strong 2026 as it builds on the momentum of an active 2025 while executing on its long-term strategic roadmap. The company completed nine acquisitions in 2025. How should one approach the stock?
Much of the discussion over the last few years has centered around the Magnificent 7 group of stocks and artificial intelligence. Yet, a broadening market outside of the artificial intelligence industry has been underway for six months or so.
Does Artificial Intelligence Capex present a threat to the AI story? The market has cited three main concerns regarding it: the sheer size, the use of leverage, and the so-called circular financing. But this is not the 1990s.
Buying stocks near year end that are deeply down and further depressed by tax-loss selling is a contrarian strategy that seeks to exploit temporary price distortions.
Three weeks ago we correctly called for a short-term bounce. That’s happened now, and today’s call is more challenging due to apparent sector rotation going on.
There is no doubt that the trade deficit has fallen sharply under Trump, undoubtedly in large part due to his tariffs. But the deficit also exploded earlier in the year, also due to Trump’s tariffs.
A fundamental look at the S&P MidCap 400, including key performance drivers, sector and revenue exposures, as well as a new sustainability screened index built on the S&P 400.
The GBP/USD price traded in a positive zone, briefly challenging the levels around 1.3400 as markets reacted to shifting monetary policy expectations and economic data.
The EUR/USD exchange rate held steady in the past few months, a trend that may continue in the coming months as top analysts predict a return to US dollar slide amid a divergence between the Fed and the ECB.
Employment data show job declines in California and New York diverging from national trends, raising concerns about regional labor market weakness, structural shifts, and the impact of policy and migration on two of the largest US state economies
Apple’s long-awaited artificial intelligence strategy, coupled with strong iPhone 17 sales, could reshape investor sentiment and unlock billions in new value
A look at high-yield derivative income ETFs and risk-parity funds exploring how options income leverage and multi-asset strategies aim to balance yield risk and long-term portfolio stability
Enthusiasm for Bitcoin has faded in 2025 as price appreciation vanishes. After hitting a high of $123,900 on Oct. 7, Bitcoin slid into a sharp 32.2% drawdown and broke through the $100,000 support level. ETFs like CBTJ can help,
An overview of an aggressive short-selling portfolio targeting overheated stocks and ETFs with clear topping patterns, especially in AI semiconductors, consumer cyclicals, and expensive names, while managing risk through strict stop loss discipline
I recently recorded a podcast with Richard Hanania and wrote a post on my Great Depression book to introduce new readers to my views. I’ve authored three books on monetary economics including The Midas Paradox with more to discuss ahead.
Fed week reinforced the core trading lesson: stops are not failures but protection. Accepting risk means honoring exits waiting after losses and staying sidelined when conditions are poor until the market offers clear opportunity again
Total government statistical spending is roughly one one-thousandth of federal spending. Paying for government data is considerably less expensive for the U.S. economy than the costs of not having government data.
