Government Sponsored Enterprises QE
The real solution to the affordability crisis and frozen real estate market is to allow interest rates to rise, which will cause home values to fall more in line with incomes.
3 Key Earnings Releases To Watch Next Week
The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear.
Chart Of The Week: The New Capitals Of AI
AI gives regions and companies a chance to upgrade productivity before competitive disadvantages become locked in.
Rotation Continues As Markets Remain Bullish
U.S. equity markets delivered mixed performance last week. Major indices generally held near record levels even as volatility increased and macro and policy risks surfaced.
How Weight-Loss Drugs Are Destroying Big Snacking, Erasing Billions In Sales
The weight-loss drug boom didn’t just spark a health revolution—it’s triggering a retail earthquake.
Winter 2025 Investor Letter: A Broadening Market
The total return for the S&P 500 Index in 2025 equaled 17.88%, and excluding the Mag 7 stocks, the index’s total return equaled 10.36%.
Without Government-Subsidized Industries, Employment Growth Would Be Negative
The average number of jobs added per month over the past year was only 48,000. That’s less than a third of average monthly job growth reported during the previous year.
Google Stock; Dips Slightly As Company Appeals U.S. Search Monopoly Ruling
Alphabet challenges U.S. ruling, seeking to preserve search defaults amid legal and market uncertainty.
Important Scenes From The (Recessonary?) December Jobs Report; Was July A Cycle Peak?
Since last April, the total number of jobs in the economy (pending benchmark revisions) has grown by a whopping 93,000.
The Myth Of A Self-Financed Fed
The estimated costs of the Fed’s building renovation project have risen from $1.9 billion to $2.5 billion.
Trump Takes Responsibility For Post-Pandemic Inflation
Job growth had slowed to a trickle in the last three months of the Trump administration, the strong bounce back from the spring shutdown was over.
Google Buys 1.2 GW Of Carbon-Free Energy To Power Data Centers Across US
Clean energy developer and operator Clearway announced a series of new long-term power purchase agreements with Google, providing the tech giant with nearly 1.2 GW of carbon-free energy to power its data centers
Top Picks 2026: Pfizer Inc.
As we head into 2026, healthcare stands out as one of the most dislocated areas of the market. One of our favorite ideas within the sector is Pfizer Inc., which has climbed its own crowded wall of worry on top of the broader healthcare exodus
I Analyzed 150 Years Of Silver, Here's What Happens Next
Silver has broken out of a historic 45-year base with a $96 near-term target and far higher long-term potential. Ratios versus the S&P 500 and MAG 7 signal a major capital rotation into silver, gold, and mining ETFs.
Strongest Small-Cap Market IWM Vs The SPX Since 2008
In this video lesson, I review the overall market and three new swing setups ahead of Tuesday's session.
Prudent Strategy For Mag-7 Concentration Anxiety
In this week's video, we'll review the latest charts and data to help us better understand a prudent strategy for MAG 7 concentration risk anxiety.
Decoding Price Gaps And What Each Gap Means
If you are staring at a gap and wondering whether to chase it or sell it, you are missing the bigger picture. To master swing trading, you have to understand the psychology behind gaps.
AI And Jobs: Interview With David Autor
Sara Frueh interviews David Autor on the subject: “How Is AI Shaping the Future of Work?”. Here are some snippets that caught my eye, but it’s worth reading the essay
Strong Fundamentals And Technicals Send Gold And Silver To Record Highs
Peter Schiff breaks down the biggest one-day dollar rally in gold history, silver’s surge above $90 an ounce, and why recent volatility is consolidation at extreme highs — not a top.
Thoughts On Rick Rule Selling His Silver
The gold and silver prices are down on Friday after another wild week in the precious metals markets.

