paid Crude Oil • 3 min read POTUS Blinks President Donald Trump blinked. So stock prices rose. Late Tuesday, he said that he has "no intention" of…
paid Stock Market • 4 min read Damage Assessment Stock prices fell sharply today in response to President Donald Trump's recent unseemly barrage of hostile tweets directed…
public Gold • 2 min read Gold Is Glittering We've been bullish on gold since it broke out above $2,000 per ounce at the end of…
paid Gold • 3 min read Trump Making Powell The Fall Guy Again As we've said before, any day without Trump Tariff Turmoil (TTT) is a good day for financial markets.…
public Tariffs • 3 min read Stocks Greet Liberation Day With Bronx Cheers President Donald Trump and his guests at the Rose Garden today celebrated Liberation Day. Stock investors won't be…
paid Tariffs • 3 min read 'Liberation Day' Coming One Day After April Fools' Day The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just…
paid Gold • 3 min read Getting Dizzy? Buy Gold. Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that…
paid Dollar • 4 min read Dollar Still Dominant Despite Recent Weakness The DXY Dollar Index has fallen 3.0% since it peaked on January 13. Weaker-than-expected consumer spending and sentiment as…
paid Gold • 2 min read Buying What Glitters A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
paid PPI • 3 min read Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
paid US Treasury • 3 min read Bessent Follows Yellen’s Lead & Gold Price Rises To New High The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be…
paid GDP • 3 min read Fed's Dovish Pause Boosts Stocks, Gold, And Bitcoin Fed Chair Jerome Powell's basic message during his press conference yesterday was that the Fed is in no…