Analysis & Opinion

Buffett's big moves: Apple stake slash and record cash pile signal caution in the market. He prefers short-term bonds over stocks at current valuations, suggesting he expects a market correction. In...

Last week was big for macro and markets.Today’s piece is going to cover: The Fed’s dovish announcement: a sizeable tapering of their Quantitative Tightening program; A potential upcoming...

Jobless claims, Fed speakers, and more earnings in focus this week. Arista Networks is a buy with a strong beat-and-raise quarter expected. Rivian Automotive is a sell with disappointing earnings,...

Investor psychology is one of the most significant reasons individuals consistently fall short of their investment goals. While one of the most common truisms is that “investors buy high and...

Gold and silver rebound as weak US data sparks hope for Fed rate cuts in 2024. Inflation remains a concern, but a potential economic slowdown could push the Fed to ease policy faster. Gold's long-term...

In last month’s newsletter, I wrote the following: “In the short term, the stock market is overbought, momentum is waning, and volume indicators are falling. This is a warning (not a...

Preliminary estimates of second-quarter US GDP activity suggest output may stabilize after two straight quarters of slower growth, based on the median for a set of nowcasts compiled by...

May is expected to be another volatile month on Wall Street amid a plethora of significant market-moving events. Identifying favorable opportunities becomes paramount in the current environment. As...