The Market’s Teflon March: When Momentum Becomes Religion
The only thing falling is the yen, a casualty of Japan’s new “controlled reflation”, which looks a lot like old-fashioned currency engineering with better PR.
$10,000 Gold In A World Of Monetary Inflation And Debt On Top Of Debt On Top Of Debt
We discuss how today’s debt-driven financial system now runs entirely on liquidity.
EUR/USD Extends Losses As German Data And French Political Turmoil Weigh
EUR/USD weakens for third day amid German data slump and prolonged U.S. shutdown.
Frothy Markets Feel No Fear
The volatility futures structure is screaming that October is about to get violent.
Could Intuitive Surgical Stock Be Sitting On A Quiet Revolution?
While most investors see Intuitive as a steady healthcare play, behind the scenes, a new wave of innovation is unfolding.
Why Wall Street Analysts Are Bullish On Churchill Downs Stock
CHDN is down 30% YTD, but the Street sees significant upside.
Market Talk - Wednesday, Oct. 8
The oil markets had a mixed day today.
$4000 Gold - This Won't End Well
$4,000 gold is a signal, not a victory lap.
S&P 500, Nasdaq Snag More Records As Tech Resumes Climb
Driving higher on the back of a Nvidia AI lift, all three major indexes nabbed daily gains on Wednesday.
Could OpenAI’s Deal With AMD Break Nvidia’s Grip On AI?
AMD’s data center revenue jumped 57% in the first quarter of 2025, which tells me that AMD’s AI hardware business is gaining traction.
Major Chart Deep Dive: Gold All-Time Highs, Silver Near All-Time Highs, Platinum And Palladium Surge
Technical analysis on gold, silver, platinum and palladium.
SOUN Stock Surges After Expanding Partnership With Apivia Courtage
SOUN stock gained over 6% as the company expanded its Apivia Courtage partnership to deploy its Amelia 7 AI platform.
Federal Reserve Minutes Reveal Growing Divide Over Path Of Interest Rate Cuts
Fed minutes show support for rate cuts, but inflation worries keep officials divided.
Will Rocket Lab Be The Biggest Beneficiary Of The New Space Race?
SpaceX still leads, but Rocket Lab is the first publicly traded option that has rockets that may compete with it soon.
Runaway Debt & Deficits + AI Buildout = Huge Demand For Hard Assets
The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day.
Unusual Activity In Advanced Micro Devices Options Highlight Investors' Enthusiasm - But Is AMD Stock At A Peak?
Today, a large volume of Advanced Micro Devices call options are trading after it announced a major deal with OpenAI on Monday.
Dow Jones Industrial Average Looks For Bullish Footing On Wednesday
The Dow Jones rebounded on Wednesday, briefly tapping 46,800.
Solana Outperforms Ethereum’s Early Stage With $2.85B Revenue
Solana generated $2.85B in annual revenue, outpacing Ethereum’s early growth, driven by trading apps and strong ecosystem activity.
USD/JPY Rallies To 153.00 As Greenback Holds Firm Despite Fed’s Dovish Outlook
USD/JPY advances to 153.00, reaching its highest in more than seven months.
Softs Report - Wednesday, Oct. 8
FCOJ futures were lower yesterday in trading as a U.S. government shutdown continues.

