President Trump is threatening to block the opening of the new Gordie Howe International Bridge unless the US receives a 50% ownership stake. This move adds fresh tension to US-Canada trade relations and infrastructure cost-sharing.

In this video, Ira Epstein discusses the recent trends in the stock market, noting consecutive rallies and the potential for a Tuesday reversal based on historical patterns.

Rare Earth Element prices have surged to new highs, driven by tightening global supply and increasing demand from the tech and green energy sectors.

The S&P 500 tests 6,980 on low volume as China injects 3.2T Yuan for a liquidity gap. Focus shifts to the Fed’s "Gradual Print" and Scott Bessent’s warning of a China-driven gold "blowoff".

But while monthly dividend stocks are attractive on the surface, not all can sustain their payouts. Income investors should try to avoid dividend cuts or elimination as much as possible.

U.S. stocks and government bonds are late-cycle, even new market highs could be a trap, sovereign debt is “not safe anymore”.

GBP/USD gained another 0.55% on Monday, extending into a firm two-day recovery.

Stocks closed higher, with the S&P 500 up around 50 bps.

The S&P 500 is pressing against 7,000 for the third time. It gapped lower at the open and rallied back throughout the session. The VIX dropped to 17.31 but never fully unwound from last week's spike.

The Dollar took a major slip off the 98 handle down to 96.

Concerns about growing capital expenditures on AI1 among tech giants have led to renewed bubble fears among market participants.

Applied Digital has staged an extraordinary comeback, rocketing nearly 955% from its 52-week low of about $3.31 per share to recent closes around $35 per share.

Apple, Inc.'s revenue, free cash flow, and FCF margins surged in its latest quarter. This has pushed AAPL target prices higher. Two plays are attractive: short one-month out-of-the-money puts and buy longer-dated in-the-money calls.

The Dow scored another record close on Monday, as investors look ahead to a busy week of economic data, including a delayed jobs report and the consumer price index (CPI) reading for January.

One year into his second term, President Trump has increased the U.S.’s public debts by $2.32 trillion. At this pace, the U.S. will add $9.2 trillion in debt during President Trump’s 2nd term.

​​​​​​​If the true underlying y/y inflation rate is 0.68%, we must be coming close to deflation, which typically accompanies very slow growth in aggregate demand.

The Debt Black Hole got a little bigger as U.S. consumer debt unexpectedly surged in December.

Two of the best managed oil companies show that the Momentum trade has just begun to enter the oil patch.

Markets are facing a record amount of government bond supply in 2026 and our analysis suggests that yields may have to rise more to find sufficient demand.

Healthcare stocks show less volatility and better performance because of large cap biopharma.