This Week’s Highlights: Diving deep into the fascinating world of headline risk. News, factual, exaggerated, or false, has historically and currently drives financial markets and rapid trading. Looking at how…
This Week’s Highlights: A deep dive into the history of the American tax system. An unpacking of who pays the bills (federal revenues). Tracking how federal revenues have evolved over…
This Week’s Highlights Fundamentals and Macroeconomics: Corporate earnings and broad economic indicators (like GDP and employment) are the primary long-term drivers of stock prices, while inflation can introduce volatility. Central…
This week’s highlights... Unpacking the massive shift bringing Wall Street's most exclusive investments to Main Street. Exploring the democratization of alternative assets. Examining the regulatory changes paving the way. Analyzing…
This Week’s Highlights We are taking a look into the fascinating, highly profitable, and intensely scrutinized world of congressional stock trading. How lawmakers' portfolios stack up against the broader market.…
This Week: Gold and silver recover slightly after a historic “liquidity flush” erased billions in value. The nomination of Kevin Warsh as Fed Chair shakes up interest rate expectations. Copper…
President Trump has officially nominated Kevin Warsh to replace Jerome Powell as Chairman of the Federal Reserve. The markets didn't wait for confirmation to react; gold crashed, banks rallied, and…
The "Sell America" Trade: Separating Fear from Fact The "Sell America" trade is currently a dominant financial narrative, fueled by recent market movements that challenge the perception of the United…
This week, we are diving deep into the Bear Market—a natural, yet unsettling, part of the financial cycle. Despite the alarming headlines, history and research—from behavioral psychology to statistical physics…
This week includes a deep dive into the "strong but cooling" U.S. economy, the surprising role of Artificial Intelligence in our recent GDP growth, and a look at the new…