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Lead-Lag Live
How Tariffs Impact China's Economy—The Real Numbers
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
VIX in the 20s
Have We Reached a New Normal or Is This the Calm Before the Storm?
Macro Observations
Unpopular Opinion: The Fed Might Not Cut Rates At All In 2025
This week, the U.S. and the U.K. announced an “historic” trade deal that will dial back tariff rates for both nations while simultaneously easing trade conditions for British car exports and the agriculture market for both countries. We’ve been promised a huge number of trade deals for
Newsletter
JOJO: How To Make Volatility Work For You
Following a volatile April for both stocks and bonds, the market seems to be finding a little composure again. Trade war escalation seems to have peaked (for now at least) and investors seem slightly more optimistic that geopolitical tensions will improve before they get worse. Of course, change has been
High Yield Spotlight
Leveraging Convertibles For A 12% Yield
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
China Hanging On
Meanwhile, The Dollar Has Stabilized
Leaders-Laggards
Sucking The Bulls In One More Time
They Did It
Weekly Signals
What Now?
A Very Stagflationary Look
Lead-Lag Live
Market Signals and Bear Market Warning Signs with Vincent Randazzo
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Two Things
Some Small Hints
Macro Observations
Powell Is Really In A Jam Now
Three critical economic reports were released this past week - the first read on Q1 GDP, the first read on quarterly core PCE prices and the ADP employment report (with the more important non-farm payroll numbers coming on Friday). As I’ve mentioned before, we’re approaching a very critical