Newsclips
What We’re Reading
December 9, 2025
Commentary & analysis of selected stories on December 9, 2025
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What We’re Reading
December 8, 2025
Commentary & analysis of selected stories on December 8, 2025
Media & Communications
To Cut or Not to Cut?
December 5, 2025
Jim Bianco joins Fox Business to discuss the Cost of Living, Lack of Wage Growth & Whether the Fed Should Cut or Not with Charles Payne.
Newsclips
What We’re Reading
December 5, 2025
Commentary & analysis of selected stories on December 5, 2025
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What We’re Reading
December 4, 2025
Commentary & analysis of selected stories on December 4, 2025
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What We’re Reading
December 3, 2025
Commentary & analysis of selected stories on December 3, 2025
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What We’re Reading
December 2, 2025
Commentary & analysis of selected stories on December 2, 2025
Conference Calls
The 4-5-6 Markets Revisited
December 1, 2025
At the beginning of this year, we outlined our thesis that cash would return an average of 4%, bonds would return an average of 5% and stocks would return an average of 6% over the next several years. In revisiting this thesis, we find most of our key assumptions still largely intact. Join us as we go through the math and explain the drivers of our thinking.
Focused Research
Total Return Review – Precious Metals Shine Brightest
December 1, 2025
Precious metals continued their climb in November and are closing in on their best year in many decades.
Newsclips
What We’re Reading
December 1, 2025
Commentary & analysis of selected stories on December 1, 2025
Newsclips
What We’re Reading
November 28, 2025
Commentary & analysis of selected stories on November 28, 2025
Charts of the Week
How Did the Banks Do in Q3?
November 28, 2025
Updating the banking industry's unrealized losses and net interest margins through Q3