Explore the impact of the election results on the markets, with Nasdaq leading the decline and S&P 500 showing a reversal.

Discover the importance of credit spreads for stock investors. Learn why these indicators matter for financial market ...

A reader asked: “You have said many times that gold has a strong negative correlation with real yields. If that is true, why did precious metals get hammered (last Friday) when yields were lower on ...

Explore the implications of above-average returns in financial markets and what influences these long-term trends.

Explore the impact of hyperscalers and their data center spending on the tech industry and beyond with insightful analysis.

Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run. In last week’s Bull Bear Report, I warned that a “Meta-style ...

Explore what Warsh is saying about the Fed's economic promises and the influence of oil prices on inflation and growth.

Real wages in 2026 have slipped below zero for the first time in three years, and the squeeze is showing up in consumer ...

Explore the concept of a stealth bear market and its impact on the S&P 500 amid significant value and growth rotations.

On Monday morning, Anthropic filed an SEC S1 form to begin the listing process on the Nasdaq under the symbol ANT. Three topics within the filing caught our attention. Let’s start with the financials, ...