Tariffs, Tranquillity, and the Summer of Shrugs: Markets Sail Into the Dog Days with Eyes on September

EUR/USD boosted by signs of imminent US–EU deal ahead of August 1 deadline.

We get into the heart of the Q1 earnings season this week.

We unpack the European Central Bank’s latest policy decision, provide an update on U.S. trade negotiations ahead of the August 1 deadline, and preview next week’s interest rate decisions from the Fed and Bank of Canada.

Indonesia leads Southeast Asian countries in its $1.4 trillion GDP, driven by sheer population size (284 million people).

Sometimes, even a tech darling can fall out of favor with investors—especially when growth stalls, risks mount, and headlines shift to shinier trends.

The TGA is expected to rise sharply, which could drain a significant amount of liquidity from the market.

FIX has the same 5-year annualized return as Nvidia and has beaten all of the other Magnificent 7 stocks.

An alternative investment is a financial asset that doesn't fit into conventional categories like stocks, bonds, and cash. These assets include real estate, art, collectibles, hedge funds, and private equity.

Bank lending growth accelerated again in June, indicating that global economic uncertainty is not significantly dampening lending at this time.

The S&Ps may be drifting higher right now, but don’t let that fool you: Volume’s dead, tech is stalled, and the so-called leaders? They seem to be taking the week off.

The Trade Desk is a technology company that helps businesses buy digital ads in a smarter, more automated way.

​​​​​​​The following is a short list of some of the many stocks going ex-dividend during the next month.

Stocks continued to drift higher. They are very overbought. VIX is settling down into near term lows. 

Passive investing has quietly turned markets into a self-reinforcing bubble (Ponzi-like in nature) and bonds now offer once-in-a-generation returns.

Surges in the gold-to-silver ratio above 100 in both March 2020 and April 2025 preceded powerful silver rallies—and if the 2020 analog holds, even more silver gains are ahead.

The S&P 500 and Nasdaq notched more record highs today, the former rounding out a 'perfect week' with five-consecutive record closes.

An analysis and commentary on the financial markets.

The DJIA has never been more expensive relative to its Dividend Discount Value. Why do you think Warren Buffet has been selling?

Palantir’s stock has soared 496% in the past year, hitting a record high and reflecting investor confidence.