Independent thinking for complex markets and current events
People keep trying to drag this into crash talk while the tape is telling a different story. Breadth is firming and buyers keep showing up on every dip, so a short rally makes more sense than another doom cycle right now. MOVE Index Credit Markets not buying into the Wall St narrative the AI is …
The economy may appear strong for the top earners, but for the rest of the country, the pressure is building toward a breaking point. Political movements will grow more extreme as citizens feel ignored and powerless, widening the gap between elites and the struggling majority. The McDonalds CEO just gave a reality check for the …
🇯🇵 Japan's 40-year bond yield is on the move again. Someone get the Bank of Japan on the phone. pic.twitter.com/mkrag1Z9sc — Jesse Cohen (@JesseCohenInv) May 28, 2025 Bloomberg: “Japan’s auction of 40-year bonds Wednesday met demand that was the weakest since July, an outcome that risks fueling further volatility in global debt markets” Listen to …
Musk made the comments during a virtual appearance at the World Governments Summit in Dubai alongside the United Arab Emirates’ artificial intelligence minister, Omar Al Olama. The tech billionaire—who heads the advisory committee known as the Department of Government Efficiency (DOGE) under the Trump administration—was dressed for the occasion in a T-shirt reading “Tech Support.” …
A Brookfield Asset Management Ltd. property fund for wealthy individuals recorded its second consecutive annual loss, but ended the year on a stronger note. Brookfield Real Estate Income Trust Inc. lost 0.45% in 2024 after positive returns from September onward weren’t enough to erase earlier losses, according to disclosures on the company’s website. In 2023, …
The KE Report, Released on 3/14/24 Dave Erfle, Founder and Editor of The Junior Miner Junky, joins us for a conversation highlighting a few different factors stacking up that show improving sentiment in the preciousmetals sector. We start off noting the solid break higher in gold prices over the last 2 weeks despite the moves …