Moving At The Speed Of Speculation
We discuss the market’s continued melt-up, driven by mechanical bullish flows, AI enthusiasm, and policy speculation.
Federal Reserve Preview: Fed To Hold The Line, But Cuts Are Coming
The jobs market continues to hold up despite concerns about a cooling economy, while officials remain nervous about the effect of tariff-induced price hikes on inflation.
Ether ETF Inflows Outpace Bitcoin For 6 Straight Days As Global Liquidity Soars
The last few weeks have seen Ethereum dramatically outperform Bitcoin, with the ratio of the two cryptocurrencies bouncing strongly off the 2019 lows.
WTI Crude Oil Falls Below $65 Amid Rising Output And Cloudy Demand Signals
West Texas Intermediate declines as Venezuela and OPEC+ increase concerns about oversupply.
Dow Jones Industrial Average Recovers On Friday After Better-Than-Expected Durable Goods Orders
The Dow Jones is clawing back recent losses as investor sentiment continues to climb.
Softs Report - Friday, July 25
Cotton was higher and tested recent highs on reports of hotter and drier weather in West Texas.
An Update/Reminder On Rent Inflation
There is nothing that looks like it spells housing deflation.
Intel Q2 Earnings: Is There A Silver Lining?
As Intel advances its restructuring efforts, market volatility and noisy stock signals are to be expected.
Gold Price Outlook: XAU/USD Threatens Critical Support As U.S. Dollar Holds Gains
Gold slips below $3,350 as rising US yields and a stronger US Dollar pressure prices.
Weather Remains Nonthreatening - The Corn & Ethanol Report
CBOT corn ended slightly higher but without enthusiasm.
The FTSE Finish Line - Friday, July 25
London's primary stock indexes declined on Friday as investors evaluated various corporate earnings and looked forward to news on EU-U.S. trade negotiations.
Meme Mania Is Back… Another Bubble Is Here
The meme stock craze of 2021 is back with unprofitable, financially unstable companies soaring in value.
Oil For Prisoners - The Energy Report
Natural gas is trying to get a bit of a bid here after getting obliterated pretty much all week.
Affiliated Managers - Making Money Slow And Steady
Affiliated Managers Group (AMG) set a new 52-week high on July 24.
AMG is showing strong technical momentum and has an 88% technical “Buy” signal via Barchart.
Major Indexes Steady As More Record Closes Loom
Stocks are going for a strong finish to the week.
GBP/USD Sinks As Strong U.S. Data, Weak UK Retail Sales Weigh
The GBP/USD tumbles to a day's low after clearing the 1.3500 figure.
Stock Analysis: UniCredit
UniCredit S.p.A. is one of the two largest Italian retail and commercial banks, but roughly a half of its operations is outside Italy.
American Express - Our Calculation Of Intrinsic Value
American Express is one of the world’s most recognized financial services brands, known for its premium credit cards, charge cards, and travel-related services.
Next Week’s Q2 GDP Data Expected To Report Moderate Growth
The US economy remains on track to post a moderate recovery in next week’s second-quarter GDP report.
Gold Prices Dip As Strong US Jobs Data And Trade Optimism Hurt Safe-Haven Demand
Gold dips as strong US job data and trade optimism reduce safe-haven demand.

