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November 13, 2025
Commentary & analysis of selected stories on November 12, 2025.
Commentary & analysis of selected stories on November 11, 2025.
AI has been a dominant theme of the markets and economy all year. Funding markets have started to show signs that liquidity has dried up and the government shutdown is expected to end.
With more than 90% of companies having reported and a strong quarterly beat rate of nearly 82%, we are most of the way through another surpirsingly strong earnings season.
Commentary & analysis of selected stories on November 10, 2025.
Jim Bianco joins Fox Business to discuss the Fed's Battle Between Inflation & the Job Market, along with the Impacts of the Government Shutdown with Charles Payne.
Investments in the defense industry-related companies, both public and private, have exploded around the world. Nations are looking to bolster their military independence and it's showing up in markets.
Today's topics include weighing the dual mandate, funding market pressure & a QE revival, more evidence of the K-shaped economy, more private companies means smaller investable public universe, what do people think about cash these days?, Chinese exports take a hit, and crypto bear market