Leaders-Laggards
Another Tech-Only Rally
A Pair Of Tailwinds
Michael A. Gayed, CFA
Weekly Signals
Deceptive Strength
Why a Cooling Labor Market Isn’t Cooling Investor Enthusiasm
Lead-Lag Live
Why U.S. Stocks Are Overvalued: The Case for Global Investing
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Tuesday
Few.
Macro Observations
Tariffs, Debt & A Broken Dollar: A U.S. Crisis Of Confidence
2025 has been a year filled with what one could charitably describe as “worry”. Around Trump’s inauguration, he re-emphasized his America First agenda with a series of policy announcements centered around protectionist trade and economic policies. His trade war has blanketed most of the United States’ biggest global
High Yield Spotlight
A 12% Yielder Primed For A Deregulation Tailwind
Every week, we’ll profile a high yield investment fund that typically offers an annualized distribution of 6-10% or more. With the S&P 500 yielding less than 2%, many investors find it difficult to achieve the portfolio income necessary to meet their needs and goals. This report
Global View
Another Day, Another Change In Tariff Policy
I Need Sleep
Leaders-Laggards
Few Leaders
The Inflation Issue
Weekly Signals
Remember Stability?
Yeah...Me Neither
Lead-Lag Live
Jay Hatfield & Jim Bianco: Is The Next Move A Rate Hike?
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Now What?
Small-Caps Still In The Red
Macro Observations
With Tariffs Still Unsettled, Deregulation Should Be Trump’s Next Target
The markets were dealt a bit of a surprise this week when the U.S. Court of International Trade blocked President Trump from imposing his sweeping reciprocal tariffs under the 1977 International Emergency Economic Powers Act only for an appeals court to reverse the ruling 24 hours later. What that