Apr 15, 2024 – The U.S. is on the brink of a financial challenge with nearly $9 trillion of its debt approaching maturity within the next year. This debt will need to be refinanced at interest rates much higher than when it was originally taken on—almost twice as high, in fact...
Apr 10, 2024 – Over the next few years and well into this end of this decade, a number of long-term investment themes will impact the markets and drive capital into key sectors and assets. Today, we cover some of the largest and most significant...
Apr 3, 2024 – The concept of a decentralized autonomous organization, or DAO, is gaining increasing attention as both a technological innovation and harbinger of societal change. In her book "DAOs and Purpose-Driven Tokens", Shermin Voshmgir...
Mar 21, 2024 – The US job market is showing signs of acute weakness with an alarming disconnect between the official government numbers and other metrics. Today, we cover some of the key charts and factors for the current...
Mar 21, 2024 – Ever find yourself wondering, “How can I lower my taxes?” Well, there’s a new book out to help people do just that. It’s called "The Investment Tax Guide: How to Slash Your Taxes," written by the former CEO of PayPal...
Mar 14, 2024 – In recent years, AI stocks in particular have captivated the attention of investors all over the world, suggesting a bubble that could parallel previous episodes in financial history. Though valuations are...
Mar 11, 2024 – The US consumer will continue to provide support to the economy this year (see charts) and help to prevent an ongoing contraction in the manufacturing sector from developing into a broader recession. However, US GDP...
Mar 4, 2024 – The US economy is in the midst of a “reflationary acceleration” with the S&P 500, Dow, and Nasdaq all sitting at or near record highs. Today we explore a few key charts and trends that are likely to play a significant role...
Mar 4, 2024 – In this article I look at the conditions that often lead me to begin rebalancing portfolios such as overbought and diverging momentum, heavy call investing by small investors, defensive sectors on the rise, and waning breadth...
Feb 27, 2024 – Last month's inflation report came in hotter than expected. Though some are dismissing this as statistical noise, several leading indicators for inflation are pointing to a potential acceleration for commodities and overall inflation...
