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Latest News
| Title | Published |
|---|---|
Global Outlook Marred By Further Slide In Emerging Market Business Confidence Concerns over the Middle East conflict, US tariff policy and the war in Ukraine continue to weigh on sentiment. Read more here. | about 18 hours ago |
Revisiting My Most Read Article: Revenge Of The Baby Boomers Despite AI-driven market resilience, current TDFs expose retirees to excessive risk. Read why baby boomers remain in the critical Retirement Risk Zone. | about 18 hours ago |
The AI Capex Waterfall Is Raining Future Dividends AI capex waterfall is boosting earnings and dividend growth in semis, utilities, and tech. Click here to read in detail. | about 18 hours ago |
No World Cup Effect In The U.S. Jobs Market After All The accommodation & food services sector cut jobs in both June and July, a combined loss of 56,000 positions - bigger than the 39,000 jobs gained in May. Read more here. | about 18 hours ago |
As America Runs Out Of Missiles, The Next CPI Print Is A Risk To Equities Energy prices, not AI CapEx, may be the real risk to US equities. Click here to read more. | about 18 hours ago |
Weekly Indicators: Corporate Earnings Blow Everything Away High-frequency indicators signal stagflationary expansion as consumer and restaurant spending stay strong. Click for the data an implications. | about 18 hours ago |
Stocks, Commodities And Precious Metals; Big Changes Coming Bullish stocks into mid-term elections on stimulus, but rising risk favors gold/silver after 2026. | about 19 hours ago |
Global Outlook Marred By Further Slide In Emerging Market Business Confidence
Concerns over the Middle East conflict, US tariff policy and the war in Ukraine continue to weigh on sentiment. Read more here.
Revisiting My Most Read Article: Revenge Of The Baby Boomers
Despite AI-driven market resilience, current TDFs expose retirees to excessive risk. Read why baby boomers remain in the critical Retirement Risk Zone.
The AI Capex Waterfall Is Raining Future Dividends
AI capex waterfall is boosting earnings and dividend growth in semis, utilities, and tech. Click here to read in detail.
No World Cup Effect In The U.S. Jobs Market After All
The accommodation & food services sector cut jobs in both June and July, a combined loss of 56,000 positions - bigger than the 39,000 jobs gained in May. Read more here.
As America Runs Out Of Missiles, The Next CPI Print Is A Risk To Equities
Energy prices, not AI CapEx, may be the real risk to US equities. Click here to read more.
Weekly Indicators: Corporate Earnings Blow Everything Away
High-frequency indicators signal stagflationary expansion as consumer and restaurant spending stay strong. Click for the data an implications.
Stocks, Commodities And Precious Metals; Big Changes Coming
Bullish stocks into mid-term elections on stimulus, but rising risk favors gold/silver after 2026.