When the global economy slows, consumers cut discretionary spending first.

Major indexes took a breather today, with all three -- four if counting the small cap Russell 2000 -- marking modest losses.

XAU/USD tumbles 1.50% from record $4,058 as DXY gains.

We discuss an AI-driven melt-up in the stock market, ultra-low equity volatility, and how currency/rate moves and missing macro data can briefly pressure risk while the uptrend persists.

FactSet has been a favorite among investors for years because of its strong business model, recurring revenue, and reliable growth.

Over the last few days, Gold has exceeded the $4,000 per ounce mark, and Silver briefly surpassed the magical threshold of $50 today – a new all-time high, even if it was only intraday.