An analysis and commentary on the financial markets.

Opendoor stock jumps as CEO exits after investor-led push for leadership change.

Upbeat retail sales data for July and a UnitedHealth Group stock rally pushed the Dow to a record intraday high, with all three major indexes scoring their second-consecutive weekly wins.

 The news in July was good, as nominally retail sales rose 0.7%. Additionally, June was revised higher, from 0.6% to 0.9%.

The semiconductor industry has made a strong comeback in recent months, fueled by rising sales and growing enthusiasm around artificial intelligence (AI).

Both counties are expecting that the deal could be completed within a year.

Real Retail Sales are holding steady but on an uptrend from April 2024.

The Treasury Department just found a backdoor to solve their biggest problem - and it might create an even bigger one.

Excluding autos and gasoline, real inflation-adjusted sales were flat.

25Q2 Y/Y earnings are expected to be 12.9%. Excluding the energy sector, the Y/Y earnings estimate is 14.8%.

DPZ stock still looks undervalued, and one way to play it is to short OTM puts in one-month away expiry periods.

The Dow Jones found new all-time highs on Friday before trimming gains.

Major stock indices have been exhibiting something of a ratchet effect. They move higher, often sharply higher, on good, or even just OK news, but only falling modestly – if at all – on bad news.

XAU/USD rises 0.17% to $3,340, trapped between $3,330 and $3,350 since late Thursday’s session.

BMNR just lit a match under the Ethereum market — and it could be the start of the next big crypto stock supercycle.

​​​​​​​Retail sales, civilian employment adjusted to NFP concept are below recent peaks. The coincident index is the only series that is unambiguously rising.

Cotton was higher in recovery trading and in response to the USDA reports that showed reduced production from reduced planted area.

Musk has framed himself as an AI safety advocate while running a for-profit AI shop. By accusing Apple of “favoring” OpenAI, he paints himself as an underdog taking on Big Tech gatekeepers.

Natural Gas Intelligence notes rising LNG demand, decreased power burns, and substantial storage builds.

While July’s Industrial Production was 103.9867, the June report was revised higher(as were prior months) making June 2025 the series record at 104.1137.