Focused Research
Total Return Review – Yields & Gold Continue Marching Higher
September 2, 2025
Both bond yields and gold prices have moved markedly higher this year on concerns over fiscal outlooks and inflation.
Search
Found 40650 Results
Page 62 of 3388Focused Research
CoT Commentary: Equity Performance & Sentiment Divergence
September 2, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Newsclips
Quick Comments/What We’re Reading
September 2, 2025
Today's topics include two roads diverge..., Wall Street sends more bullish signals, gold continues to climb, UK long rates, outlier Mag 7 S&P 500 high, China's equity rally, comments on Fed independence. and household energy costs
Newsclips
Cartoons
September 2, 2025
Focused Research
Monthly Fund Flows – Some Perspective on IBIT’s Inflows
August 29, 2025
While spot crypto ETFs have yet to be tested by a truly brutal bear market, their growth since inception has been remarkable.
Newsclips
Quick Comments/What We’re Reading
August 29, 2025
Today's topics include Cook 'didn't mean to deceive anyone' & 'no one was harmed', Waller wants to cut rates, will Fed independence impact bond yields?, Miran to vote on September 18?, inflation, foreign stock markets, tariff update, and the VIX.
Newsclips
Cartoons
August 29, 2025
Charts of the Week
Financial Crises and Recessions Change Things
August 29, 2025
The 2020 recession and financial crisis changed things. This can be seen in the inflation measures, real yields, inflation expectations, and even basic measures of the economy.
Charts of the Week
Stablecoins as a Source of T-Bill Demand
August 29, 2025
Could stablecoins actually be a big source of demand for T-bills in the next few years?
Charts of the Week
How Did the Banks Do in Q2?
August 29, 2025
Updating the banking industry's unrealized losses and net interest margins through Q2
Charts of the Week
Valuations Without the Mag 7 Are Still High
August 29, 2025
Stocks are still expensive, even if one avoids the Magnificent Seven.
Charts of the Week
Updating Central Bank Balance Sheets
August 29, 2025
Updating the changes in central banks' balance sheets