Today's topics include more commentary on Treasury issuance, U.S. - EU trade deal, U.S. economic strength, retail traders & bubble risks, who's buying in this housing market? Investors, Fed dissents, depopulation & the U.S. economy, and more concerns about crypto
Today's topics include 40% see decline in real wages, Trump versus Powell, companies beating earnings estimates, the Fed & housing market, anecdotal evidence that American companies are soaking tariff costs, bubble risk?, stagflation concerns, your daily dose of meme stocks, souring sentiment in the UK, and risks of stablecoins
The Confidence Board’s Index of Leading Economic Indicators (LEI) is a model. Its construction and indicators mimic the thinking of many economists and market types. Although this model is incorrect, it remains a valuable tool for understanding the economy.
Trump's social media account provides an unfiltered glimpse into his thought process. This makes it a valuable tool. We examine his "Truths" posted on Truth Social with an emphasis on his Fed related Posts.
Both equity and bond markets have been rather calm the past few months, coming off the Liberation Day chaos. Traders are increasingly anticipating volatility to pick up in the future.
We believe Trump’s approval rating is the second most important factor, after the economy, in potentially changing his agenda. Currently, an average approval rating of 44.7% is not low enough to prompt a change.
Gold has had a stellar first half of 2025. Who owns all the physical gold and what do gold ETF flows look like?
Crypto has been on a tear since Liberation Day, and with the recent passage of crypto legislation, some are making the case that the dominant cryptocurrencies are set to make a comeback.
A long-term look at retirement assets.
Some interesting charts from our recent posts.