The Nasdaq 100 is still hanging tough despite some recent volatility.

ASML is expected to see increasing demand by riding the AI boom.

What we learned this week was that the private credit sector, meaning the firms that essentially replaced banks in riskier loans over the past decade, has problems that is bleeding into the regional banks.

Oracle shares fell over 7% despite a new Meta partnership, as investors focused on rising costs and execution risks.

The policies and economic dynamics driving this gold rally aren't going away any time soon.

Over $1.19 billion in leveraged positions were liquidated in 24 hours.

The underlying economic forces behind the tariffs grind slowly, but they do happen.

CPI deflated real value of the trade weighted Argentine peso; up is an appreciation. The peso has appreciated by 29% (log terms) since January 2024.

Mortgage applications declined for the third straight week (but are still 20% higher than one year ago), and prospective buyer traffic remains paltry.

DPZ stock still looks undervalued, and its target price is 19% higher at $498 per share. Shorting out-of-the-money puts and buying in-the-money calls are good ways to play this.

Market participants are increasingly turning to other regions, including the euro and sterling bond markets, which are gaining traction as alternatives for market participants seeking stability and value in today’s shifting landscape.

But incentives and price cuts are not helping buyer traffic.

The economy currently shows signs of strength, with rising commodity prices, inflation trending upward, and bond yields hovering near 5%.

Gold hits another all-time high near $4,380 before slipping below $4,300.

Bitcoin’s correlation with U.S. stocks (S&P 500) has been rising recently, raising questions about the cryptocurrency’s value as a diversification tool for portfolio strategies.

Analysis the chart of gold and its meteoric surge.

Shares in banks, and particularly regional banks, imploded yesterday. At one point the regional bank index was down 7%.

Home mortgages seem weird. Years ago, we lived with a simpler mortgage system, but that collapsed. The new system looks clunky, but it works.

The spread for the US 10-year Treasury yield over a “fair value” estimate has narrowed to the smallest gap in a year.

As a regulated electric and gas utility with a focus on power transmission and delivery, ED produces strong and stable earnings and cash flows.