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Executive Summary The Treasury yield curve typically refers to the difference between the yield on the 10-year and two-year Treasury Notes. In [...]

Executive Summary Over the past year, the economy has weakened, but the “strength” in the labor force has kept us from recession. [...]

Executive Summary To take advantage of negative interest rates in Japan and a strengthening dollar, investors have been borrowing funds in yen [...]

Executive Summary Today’s missive compares the historical price movements in Cisco Systems to the price movements in Nvidia today. While there are [...]

Executive Summary Today’s missive compares the historical price movements in Cisco Systems to the price movements in Nvidia today. While there are [...]

Executive Summary As shown in the first graph of the missive this week, only 17% of companies in the S&P 500 have [...]

Executive Summary In this week’s missive, I will focus on one financial metric to demonstrate the absurdity of today’s stock market prices. [...]

Executive Summary Every stock market cycle in history has had both a bull (upside) and bear (downside) to it. The challenge is [...]

Executive Summary A look at the “strong” employment data reveals some discrepancies casting doubts on the employment picture. For instance, the Establishment [...]