News and Analysis

On Monday, October 11th, oil surged past $80. It was the first time since 2014 that it was trading above the $80 mark. Since early September, oil has risen more than 15% with a...

CONSUMER FOUNDATION: The strong consumer is a key market support, and to come into their own this holiday season. Jobs and wage growth are helping. The ‘wealth effect’ from higher...

Last Week’s Top Five Market Winners Nasdaq Stock Market (NASDAQ) The past week included significant gains for Calumet Specialty Products Partners LP (CLMT), Codexis Inc....

Shiba Inu Token runs ahead with 100% gains Bitcoin has surpassed $56K, reclaiming its trillion dollar market cap as the U.S. treasury rules out minting a platinum coin of the...

Summary Focus: The earnings season catalyst Global Q3 earnings season starts Wednesday, and is more important than ever. Growth worries are high, and earnings expectations low....

TECH LEADS: Technology has become the main driver of investment returns, putting focus on who does it well. The World Digital Competitiveness survey measures how countries use...

Time to assemble: For the first time since 2019, New York Comic Con, the world’s largest pop culture gathering, will be held with people in attendance. In 2020, the event went...

GAS LEADS: Europe’s NatGas prices are +530% this year and US +130%, leading an energy boom with oil +60%, and the broad Bloomberg commodity index +33%. Commodities are in a rare...

CORPORATE DEBT HIGH: Company debt as a percentage of GDP is near 100% globally, as big as government debt (105%) levels, and well-above households (65%). This has important...

HIDDEN IN PLAIN SIGHT: Japan (EWJ) is the world’s 3rd largest economy, 2nd largest stock market, and best major Q3 performer. This comes as, or because, it is chronically...