Stocks finished the day higher, with the S&P 500 climbing by 55 bps. As noted yesterday, there is not much IV left to crush, and after we are scraping the bottom of the barrel.

December data gives the National Bank of Poland grounds to continue its pause in the monetary easing cycle, as wage growth accelerated, while activity growth in industry and construction came in well above market expectations.

The Nasdaq has managed to stage a counter rally to the breakdown, but the symmetrical triangle pattern has played out, so need to look at new support and resistance.

The Dollar continued its slow cascade lower. Gold and silver rocketed to new highs.

he Fed can create credit out of thin air, with the stroke of a keyboard. Its resources are effectively unlimited—that’s the Cookie Jar.

Concerns about the weak consumer, the frozen jobs and housing markets, rising debt delinquencies, inflation, stubbornly high bond yields & geopolitical stresses cause many analysts to worry that the economy will slow materially this year.

CION has a typical middle-market BDC quality profile, with senior secured lending backing income but limited protection against valuation pressure, as evidenced by persistent NAV erosion.

With U.S. debt approaching $40 trillion, long-term bond yields rising, and the possibility of renewed quantitative easing in 2026, markets may be signaling a loss of confidence in Western financial systems.

​​​​​​​It is clear, that our present liability-based fiat currency system, which includes the Federal Reserve and other central banks of the world is in process of being replaced by a new asset-based money/currency.

Healthcare is outperforming the S&P 500. While the broader market barely touched its gap, the healthcare sector blew right through it and kept climbing.

EUR/USD climbs over 0.5% as improved risk appetite fuels Dollar selling despite solid US growth data.

The oil markets had a mixed day today.

Real personal income peaked in April of 2025. Spending continues unabated.

Bitcoin and Ethereum are barely clinging to their bear flag support levels. If these levels give way, the technicals suggest a significant correction is coming.

The Dow added 285 points and wiped this week's losses, while the S&P 500 and Nasdaq settled firmly higher.

While global auto demand remains uneven and suppliers face a tougher volume backdrop, U.S. automakers are entering the year with clearer earnings momentum.

Spot Bitcoin and Ether ETFs see nearly $1 billion in outflows as institutional investors reduce risk amid global market uncertainties.

AstraZeneca enters a historically powerful seasonal window in early February – just as new clinical trial results and analyst forecasts signal renewed investor interest.

Real income rose slightly, but real spending rose substantially.

Today’s price action in Bitcoin and Ethereum confirms something important: both markets have rolled over, and momentum is shifting back to the downside.