Economy
Can the U.S. Remain an Economic Outlier?
January 12, 2026
A replay of our January 15, 2026 conference call.
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Page 5 of 813Financial News
What We’re Reading
January 12, 2026
Commentary & analysis of selected stories on January 12, 2026
Humor
Cartoons
January 12, 2026
Data Reports
Employment in Pictures – Another Month of Middling Jobs Growth
January 9, 2026
The three-month average change in payrolls remained negative in December, although most of that is due to the DOGE cuts to federal jobs in October. After today's report, the door further shut on a January rate cut.
Financial News
What We’re Reading
January 9, 2026
Commentary & analysis of selected stories on January 9, 2026
Humor
Cartoons
January 9, 2026
Someone just shilled me this meme coin: – 23 trillion supply– No supply cap– 1 node– 25% of supply minted in the last 3 years – 1% of holders own 30%– Backed by the U.S. government pic.twitter.com/DoPY6wlzIB — Gambling is Life (@GamblingMemez) December 30, 2025
Central Banks
Foreign Central Banks Now Own as Much Gold as U.S. Treasuries
January 9, 2026
Foreign central banks' gold reserves have grown to over $3.8 trillion and are now on par with foreign official Treasury holdings.
Markets
An Update on AI Market Concentration
January 9, 2026
AI-related stocks account for almost half of the stock market and the majority of its gain.
Stocks
Updating the Stock Market’s Concentration
January 9, 2026
The market continues to rally on the backs of a select few stocks in the S&P 500.
Markets
Crime Is Down
January 9, 2026
Crime rates of all kind have been falling in the past few years.
Long Term Charts
A Long-Term Look at the 10-Year Real S&P Total Return
January 9, 2026
A long-term look at the 10-year real S&P total return
Weekly Digest
Weekly Research Recap
January 9, 2026
A review of our recently published research