Supply, Not Sun, Powers Housing Gains
As of June 2025, the data shows national home prices up 1.89% year-over-year and 55.5% since February 2020, with the Composite 20 index just 0.15% below all-time highs.
Rate Cuts Are Coming… And So Is Inflation
Investors should tread carefully – not because valuations are at historically high levels (though that is true), but because inflation is likely to burn hot if the Fed lowers rates.
Weekly Strategy Update - Equities Continue To Show Signs Of Rotation
Market caution remains high with September approaching, historically the weakest month for equities.
Thoughts On The Market And The Economy
The S&P 500 rally looks like it’s running out of steam.
Could Rivian Become A $100 Billion+ Company?
Since April, Rivian has made higher lows on selloffs. The 2025 high is 17.15. A move above there puts the stock at around $25 as first bigger target.
Stocks And Precious Metals Charts - In The Green
Gold and silver both gained after early losses. The Dollar chopped around and finished a little higher.
Desensitised To Politics, Fixated On Chips
Stocks traded as though they’re getting desensitized to the constant political theatre bleeding in from Washington — the S&P and Nasdaq tacked on 0.4%, the Dow a touch less.
Implied Volatility Set To Spike With Nvidia Results In Focus
It was a fairly uneventful day in the market, aside from some unusual movement in the final 45 minutes.
Powell’s Jackson Hole Pivot Signals The Fed’s New Priority
Powell’s Jackson Hole speech signals a bold policy shift as the Fed prioritizes labor market stability over inflation, paving the way for a September rate cut.
Consumer Confidence Falls But 1 Stat Could Bode Well For Rate Cuts
More consumers expect a challenging job market.
Market Talk - Tuesday, Aug. 26
S&P 500 advanced by 26.62 points (+0.41%) to 6,465.94.
Markets Manage Moderate Gains As Nvidia Earnings Loom
The major benchmarks saw little movement in most of today's trading, but managed to finish comfortably higher.
Borrowing Time: Klarna’s Return To Wall Street With KLAR Listing
Klarna is bringing its buy-now-pay-later business back to Wall Street, targeting a $13–14 billion IPO in a debt-powered economy.
Weak Job Market Warning
It now takes the average U.S. worker 24 weeks to find a job after losing one, nearly a month longer than a year ago, according to federal data.
Summary Report: Hon Hai Precision
Hon Hai Precision Industry Co Ltd. manufactures electronic products and provision of technological solutions.
How Long Can Miners’ Be This Strong?
Miners have not broken their link to 2011 – they are in perfect tune with it.
Forex Today: Australian Inflation Comes To The Fore
The U.S. Dollar Index (DXY) surrendered part of Monday’s advance, coming closer to the 98.00 neighbourhood amid mixed U.S. yields across the board.
The FTSE Finish Line - Tuesday, Aug. 26
UK stocks dropped on Tuesday as global markets adopted a risk-averse stance.
Cloud Stocks: ARM Wants To Pivot To Chip Building From Chip Designing
Recently, ARM announced plans to move away from designing to consciously build “something, building chiplets or even possible solutions” to address the growth concern.
Netflix, Inc.: Mixed Technicals, Strong Analyst Optimism As Revenue Miss Tempers Momentum
Netflix stock sits near its 52-week high with strong analyst sentiment but faces neutral technicals and a recent revenue miss.

