China’s AI Push: DeepSeek’s Success Sparks Market Uncertainty
Despite restricted access to advanced chips, China’s latest AI advancement, [...]
Seasonal Shifts in the S&P 500: Opportunities and Challenges Ahead
The S&P 500 has entered a seasonally favorable period, albeit [...]
Small Caps, Big Struggles: The Impact of Rising Yields and a Stronger Dollar
The strong employment report and higher inflation expectations boosted Treasury [...]
Rising Long-Bond Yields and Corporate Uncertainty: What It Means for Markets
The long-bond yield continues to rise, with the Treasury curve [...]
Concentration Risks Grow in the S&P 500 as Tech and Services Dominate
The US dollar has had a strong year, though the [...]
S&P 500 Signals Weakness Amid Federal Spending Constraints
Federal spending reached $6.8 trillion in FY 2024, with mandatory [...]
Value vs. Growth: A Historic Divergence in 2024
Market breadth continues to deteriorate. Growth stocks keep [...]
The Solution to the US Energy Problem
What if I told you the next energy revolution isn't [...]
Rise of Renting: How Tax Policy and Affordability Are Shaping Housing Trends
65.6% of Americans own their homes, roughly the percentage that [...]
America’s Productivity
Productivity growth is nothing short of the bedrock of [...]