A.I.-Related Stocks are Bubbling the Nasdaq – Part 3: Safe-Haven Gold

Gold retains its safe-haven status vs. major stock indices unless you cherry-pick stocks to compare, rely on narratives, or ignore the big picture.

The Implosion of Commercial Office Space Has Begun – Part 4: Derivatives

MBS, CDO, and CDS synthetic securitization made their way into the CMBS markets as banks search for ways to manage capital constraints and risk.

Dow, Nasdaq, S&P, and Russell 2023 Close – Technical Analysis

Monetary policy Fedspeak in early November and a Fed Pivot in mid-December were dovish enough to launch a wicked rally to remember.

The Recession Arrived With Wardogs and Goldilocks’ Hopium in 2023 – Part 4: Shark Bait

Most Americans are acutely aware of why the Bidenomics success narrative is nothing but a huge pile of stinking manure.

The Recession Arrived With Wardogs and Goldilocks’ Hopium in 2023 – Part 3

The Wall Street Journal handed Biden a bullhorn last week to disseminate his clueless fantasy on the current state of the United States economy.