Market Overview Analysis & Opinion

The 2024 season is coming to an end. What an eventful year it has been: the Magnificent 7 rally, the Bitcoin halving, Tesla's (NASDAQ:TSLA) Cybercab reveal, geopolitical tensions and the US election....

The S&P 500 rallied by about 75 basis points yesterday, but it remains a market with weak breadth. Breadth was notably weak in the morning, though it improved slightly as the day progressed....

If you happen to be a Bitcoin skeptic, you’re not alone. A recent Pew Research survey found that 63% of Americans are not confident in the reliability or safety of cryptocurrencies in general. But...

The "black swan" concept refers to rare and unpredictable events with severe consequences, and it's more relevant than ever in today's global economy. While eyes are often on emerging markets or...

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and...

According to Bank of America (NYSE:BAC), institutional fund managers are sitting on record low cash allocations as they increase their equity holdings. Bank of America believes this is a contrarian...

Inflation I, the Good: In our Roaring 2020s scenario, a productivity growth boom boosts real GDP growth, keeps a lid on inflation, drives up real labor compensation, and widens profit margins. Last...

It will be a holiday-shortened trading week due to the Christmas holiday. Markets in the US will close early on Christmas Eve, December 24th, at 1 PM Eastern and remain closed all day on Wednesday,...

For $20,000, you can buy a global airline pass to see the world. Or, for the low price of free, you can take a quick trip with us worldwide. Unfortunately, our global trip is not as exciting as an...

Even the sharpest minds can stumble when emotions overrule discipline in investing. History shows that caution often outlasts the allure of market euphoria. In stretched markets, staying grounded...

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and...

The year 2024 was full of milestones. Bitcoin (BTC) crossed the $100,000 price threshold, firmly leaving behind the perception burden of “rat poison squared.” After a rapid rate hiking cycle to curb...

In response to a media member, who at Wednesday’s post-FOMC press conference, asked Jerome Powell if he thinks we’ve avoided the recession that everyone [read: the media and its obsession with the...

The good news is that the engine of growth for the US economy is the private sector. But the government’s share of GDP isn’t trivial, which means that a potential government shutdown that could start...