Before we start off the month of August, I feel like it’s important to remind my listeners and readers of the extremely juicy yields that are currently available in the bond market. When looking at the chart for the 6-month U.S. government Treasury note yield, you can see it’s currently yielding at 5.4%. What does […]

There’s been a lot of talk recently about the yield curve “inverting,” meaning that shorter-term bonds yield more than longer-term ones. That means investors expect that the economy will grow faster now than in the future – that a recession is coming, in other words. But that doesn’t matter much for the stock market. Instead, […]

One of the most important charts I watch is the strength of the U.S. dollar. And right now, it’s showing the dollar at an inflection point… Which in the past has had a huge effect on the stock market. In today’s 2-minute video, I show you the chart and explain exactly what this means for […]

The latest jobs numbers are great, with unemployment at just 3.6%. That’s very, very low. Great news, right? Lots of analysts seem to think so. But that’s because they seem to think things will just continue improving at the same rate as they have so far. In today’s video, I pull up a chart that […]

For 14 months in a row now, an obscure monthly report has been coming in higher than Wall Street expected. This unprecedented string of beats has infuriated the Fed… Pushed up stock markets… And sent ripples throughout the global economy. This Friday, July 7, early in the morning, the report comes out. And while Wall […]

I just pulled up a chart of the 10-year treasury yield and it’s showing a trend break that we haven’t seen since the 80s.  That’s a 40-year trend now broken! It’s telling as it gives us a glimpse into what the future economic picture might look like in America.  In my short 3-minute weekly video, […]

Due to the collapse of multiple banks in March, we’ve seen regional banks stay depressed in pricing.  There’s been little pop back to the upside.  And, as more people wake up to the fact that keeping your money in low-interest checking accounts isn’t smart… We could keep seeing more deposits flee the small banks.  However […]

We’ve seen a historic run-up in interest rates the last 12 months as the Fed tries to hog-tie inflation.  It’s working so far as inflation hit a 4% annualized rate on Tuesday.  The Fed’s slowing to a pause on interest rate hikes… And I’ve looked at the past 30 years of data to reveal what […]

2023 has been complete opposites for most of the stock market. The Dow is around breakeven… S&P 500 up less than 10%… Small caps in between them… But the Nasdaq soaring nearly 27%. Crushing all their returns. The market hasn’t risen together. But I noticed last week we started seeing a broadening out of the […]