Image courtesy of 123rf.com In Q1 2024, the US crossed the historic milestone of paying over $1 trillion on interest payments. As a consequence of an unprecedented $5 trillion money supply boost si...
Image Source: Unsplash The Australian dollar has demonstrated remarkable resilience and vigor, charting a course of consistent gains throughout the week. As the European trading session unfolds, the...
Image Source: Pexels I’ve frequently spoken and written about leverage-on-leverage contagion risks from the private equity and credit markets with feedback loops to real estate. Some of the article...
Image Source: Pixabay The U.S. stock market continues to climb the wall of worry, despite persistent inflation and elevated geopolitical risks. The Wilshire 5000 index (a broader gauge of the total U...
Elevated inflation and strong activity and jobs numbers have pushed market expectations for the timing of the first interest rate cut to December. We still see an opportunity for a September rate cut...
Image Source: Pixabay The gold stocks’ latest earnings season is just getting underway and should prove fantastic. The miners are set to report their most profitable quarter in years, primarily dri...
The Dow Jones Industrial Average (DJI) and Nasdaq Composite (IXIC) are firmly higher this afternoon, as both indexes cruise toward weekly wins, the latter’s first in five weeks and best since No...
Image Source: Pexels Intel Corp (Nasdaq: INTC) is down well over 35% versus its year-to-date high but a Goldman Sachs analyst still doesn’t see it as a bargain. Intel stock has limited upside fro...
Image Source: Pixabay With Q4 / fiscal year reports always delayed, the gap between those and Q1 reports always seems really short. And here we are already, back into Q1 earnings season! We have our ...
Image source: Pixabay The wizards at the Fed and US Treasury have been forced to acknowledge that their “transitory,” inflation is, in fact, quite “sticky”. And with the inflation eleph...