QuickTakes
2025
02/13/2025
Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
02/12/2025
Fed Rate Cuts On Ice As Inflation Heats Up
02/11/2025
Eyeing The CPI
02/10/2025
Economic Growth Seems To Be Picking Up
02/09/2025
ECONOMIC WEEK: February 10–14
02/08/2025
MARKET CALL: Choppy Waters
02/06/2025
A Bond Vigilante In Trump’s Court
02/05/2025
Bessent Follows Yellen’s Lead & Gold Price Rises To New High
02/04/2025
Animal Spirits Boosting Capex Plans
02/03/2025
Make Manufacturing Great Again!
02/02/2025
ECONOMIC WEEK: February 3–7
02/02/2025
MARKET CALL: Beware The Front-Cover Curse & Trump Tariffs 2.0
01/30/2025
Fed’s Dovish Pause Boosts Stocks, Gold, And Bitcoin
01/29/2025
Powell Presses The Pause Button
01/28/2025
Back On The Happy Trail
01/27/2025
Stocks Stay Afloat In Deep Waters
01/26/2025
ECONOMIC WEEK: January 27–31
01/26/2025
MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
01/23/2025
Take Down These Interest Rates And Oil Prices Too!
01/22/2025
Sentiment Remains Remarkably Bearish, Which Is Bullish
01/21/2025
Foreigners Buying Lots Of US Dollars To Buy Lots Of US Stocks & Bonds
01/21/2025
MARKET CALL: Momentum Is Hard To Stop
01/20/2025
ECONOMIC WEEK: January 20–24
01/16/25
US Economy: Another Mostly Pretty Picture
01/15/25
Today Was A Good Day
01/14/25
Not Too Cold, Not Too Hot
01/13/25
Valuation & Beauty
01/12/25
The Economic Week Ahead: January 13–17
01/12/25
MARKET CALL: Bond Vigilantes Spooking Stock Jockeys
01/09/25
A Bunch Of Cool & Colorful Charts
01/08/25
Bond Yields Have Normalized
01/07/25
Bond Vigilantes Put 5% Yield In Crosshairs
01/06/25
Will SMidCaps Continue To Underperform?
01/05/25
The Economic Week Ahead: January 6–10
01/05/25
MARKET CALL: AI Coming To Vegas, Baby, Vegas
01/02/25
The Great (Yield) Fall Of China
01/01/25
2024 Was A Roaringly Good Year For Stocks