Lessons From The Fed Minutes: Why Division And Dissension Are Likely To Dominate Monetary Policy In 2026
A close reading of the Fed minutes reveals deeper divisions than Chair Powell acknowledged, pointing to labor-market risk, persistent dissension, and the case for earlier rate cuts.
Why Bank Of Japan Might Wait Until Second Half Of 2026 To Tighten Again
The Bank of Japan aims to move its real rate closer to zero, but the timing and scale of future adjustments will depend on economic conditions. The market appears dissatisfied with the lack of clarity.
Extreme Value Clusters In Cash-Generative Financials, Industrials, And Materials
This week’s Large-Cap Screen continues to surface a familiar theme: extreme value is clustering in cash-generative Financials and cyclically exposed Industrials and Materials, while Energy takes a relative pause at the very top of the rankings.
Dogs Of The Dow Beat Market In 2025
With the turn of the calendar to a new year, it is appropriate to review the performance of the Dogs of the Dow for the last calendar year of 2025.
Early 2026 Expectations
My S&P 500 call to observe ES behavior in the low 6,920s and 6,936 came very true. The opening bell spike to high 6,950s was swiftly rejected, 6,936 gave way as support, and low 6,920s were undershot… with prices rebounding back to 6,930s.
100 Year Perspective Provides Prospective
We've reached a milestone: 100 years of returns on stocks, bonds,T-bills and inflation. Here are some the lessons we can learn. We also examine the fear and greed that is happening right now.
Ethereum Price Outlook: Accumulation Zone Holds, $3,300 Next?
Ethereum price consolidates above key support as accumulation builds, with liquidity dynamics shaping moves and $3,300 eyed as the next upside level.
