Oil’s Sharp Decline Reaches A Pivotal PointOil’s Sharp Decline Reaches A Pivotal Point
Jeremy Poland Oil (CL1:COM) could be sending a chilling message about the state of the global economy as it sinks[...]
Category: RTY
A Massive Liquidity Drain May Sink Stocks In The Final Weeks Of SeptemberA Massive Liquidity Drain May Sink Stocks In The Final Weeks Of September
olaser The final two weeks of September may see liquidity, which is already strained, fall even more. End-of-quarter changes in[...]
The August CPI Preview: The Last Hurdle To Fed Cuts (SP500)The August CPI Preview: The Last Hurdle To Fed Cuts (SP500)
pcess609 The thesis The Fed Chair Powell has clearly stated at the Jackson Hole speech that the Fed’s focus has[...]
Jobs, GDP, And Other Data All Say, ‘Stagflation’Jobs, GDP, And Other Data All Say, ‘Stagflation’
Baris-Ozer NEW YORK (September 6) — The Bureau of Labor Statistics (BLS) announced 142,000 new jobs this morning, according to[...]
Labor Market Report Indicates A 25bps Cut In Fed’s September Meeting (NDX)Labor Market Report Indicates A 25bps Cut In Fed’s September Meeting (NDX)
Nuthawut Somsuk With rate cuts unanimously expected by the markets, the latest labor market report serves to provide an insight[...]
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Conestoga Capital Advisors Q2 2024 CommentaryConestoga Capital Advisors Q2 2024 Commentary
Torsten Asmus/iStock via Getty Images Second Quarter 2024 Commentary Market Review The second quarter of 2024 may be best remembered[...]
The Carry Trade’s Big Moment Is ComingThe Carry Trade’s Big Moment Is Coming
Vladimir Sukhachev/iStock via Getty Images The Yen carry trade may return to focus soon as interest rate spreads reach a[...]
It Turns Out That The Small-Cap Rally Was A Bad DreamIt Turns Out That The Small-Cap Rally Was A Bad Dream
gremlin/E+ via Getty Images So much for the summer of the small-cap rally, which seemed to fizzle out faster than[...]
We Are Not Getting Out Of This Scot-FreeWe Are Not Getting Out Of This Scot-Free
Furchin/E+ via Getty Images Last week, the markets saw their most volatile week of 2024 as the S&P VIX Index[...]
The Mega Cap And AI Bubble And The Generational RotationThe Mega Cap And AI Bubble And The Generational Rotation
DNY59 Our July 9th letter cautioned that the parabolic rise in Nvidia (NVDA) shares is reminiscent of the “irrational exuberance”[...]