5 ETFs For Smart Holiday Season Investing
While several ETFs are poised for solid gains, these five ETFs look to benefit the most from the annual shopping event.
Rates Spark: CPI Tuesday A Test For Longs
U.S. rates are running a tad scared ahead of Tuesday’s CPI report.
Stocks And Precious Metals Charts - Stocks Slumped Today
VIX ticked upward slightly but there was no real fear in the markets today.
Dow, Nasdaq Shed Triple Digits As Nvidia Weighs
The Nasdaq took triple digits off Friday's record close, while the Dow clocked its third-straight triple-digit loss.
How China’s Nvidia Investigation Could Reshape The AI Chip Industry
China probes Nvidia’s Mellanox deal over potential antitrust violations.
The Evil Cycles Of War And Economic Destruction
Expanding credit or printing money does not create economic value, but buys time.
Analysts See $200,000 Bitcoin By 2025 As Adoption Spikes
Global adoption of the world’s largest digital asset by market cap is getting harder to ignore.
Top 3 Korean Stocks To Buy After The Martial Law Fiasco
A number of Korean stocks are worth buying at current levels.
Schrödinger’s Puts
The implied volatility of at-money SPX options has plummeted even faster than the below-market options.
The Monkey's Paw And Interest Rates
If the Fed were to adopt even “steeper rate cuts” than seen in the recent past, despite the robust NGDP growth, there would be a very real risk of inflation re-accelerating.Inflation is unpopular.
Yellow Flags From The November Jobs Report
Since July, only 7,000 goods producing jobs have been added, or only a .03% increase. In the past 8 months, only 39,000 goods producing jobs have been added, an increase of .18%.
It’s Liquidity, Stupid
We look at falling German IP contrasted with rising German DAX, market concentration stuff, Call vs. Puts in the 98th percentile, supportive internals, weak labor data, a long Ag trade, and a pitch for cheap protection.
Cash Crunch Set To Intensify In 2025
Some 1.2 million Canadian mortgages are set to renew in 2025.
Bitcoin ETFs See $10B Inflows Following Trump Win
The solid inflows have lifted Bitcoin ETFs’ total assets to approximately $113 billion.
NatGas 'Widowmaker' Spread Turns Negative At Earliest Point In Nearly A Decade
A natural gas trade, known as the "widowmaker" due to its extreme volatility, has gone negative at the earliest point in the season in nine years.
5 Things Driving The Bullish Stock Market Trend Right Now
Naturally, ideal trading conditions are not always present, but suffice it to say that sentiment, momentum, liquidity, FOMO (fear of missing out) and seasonal trends are strong drivers right now.
Few Bother To Respond To BLS Surveys Anymore (And Why That’s Important)
BLS response rates plunged after COVID and never recovered, especially job market surveys.
Here’s The Thing About The “State Of The Consumer”
We’ve seen the consumer discretionary sector absolutely dominate the rest of the market over the past couple months.
The Case For Gold Is Incontrovertible
Gold is now in a phase when the price will go up by multiples.
BTC Report: MSTR Ups Holdings To 423,650 Bitcoins With $2.1B Purchase
Bitcoin's market dynamics saw significant gains and volatility in November, with a key development being MicroStrategy's substantial Bitcoin acquisition.