The Pomp Letter: The Public Market Pivot
For most of the past 15 years, interest rates have hovered near historic lows. That’s punished savers keeping cash in the banks. Or bondholders. But
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RESEARCH & ANALYSISQTR’s Fringe Finance: The Bull Market Just Died
There’s an old Wall Street saying: They don’t ring a bell at the top. Bull markets tend to end on wild speculation. On the
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The Lead-Lag Report: The Most Deceptive (And Phony) Bull Market In History
While the market hovers near all-time highs, there are a number of signs that this market rally is unhealthy. That doesn’t mean stocks will
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FX Evolution: Most People Will Ignore This Stock Market Warning Sign
Nvidia (NVDA) has been the market darling for the past 18 months. The rise of AI technologies means that the semiconductor designer has become the top
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Dividend Growth Investor: Four Dividend Growth Stocks Increasing Dividends Last Week
While the market continues to grind higher, investors aren’t taking any big swings right now. Stocks often climb what’s called the “wall of worry.
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Let’s Talk Money: 5 Stocks to Buy Now BEFORE Nvidia Buys Them
Corporate America is focused on growth. That could mean producing new goods and services. For some companies, it may make more sense to buy that growth.
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The Lead-Lag Report: Gareth Soloway on Market Psychology, Risk Management, and Economic Forecasts
Markets are dynamic. Today’s leaders can be tomorrow’s laggards, and vice versa. What drives a stock’s price higher is supply and demand. But
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A Wealth of Common Sense: America’s Piggie Banks Are Full
While markets hit new all-time highs, investors remain flush with cash. Besides holding cash on the sidelines, homeowners are sitting on record equity. Since the
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FX Evolution: This Doesn’t Happen Everyday
Year-to-date, the stock market is up over 10%. That’s above average, given its historic average annual return of 8.8%. Typically, in years
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Bitcoin Magazine: The Conundrum of Central Planning
The global financial system is centrally planned. A big part of that planning comes from central banks. They decide how much of a currency is in
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Kitco: Gold Has New Momentum as its Utility Grows in Global Trade
Investors have many reasons to make gold a core portfolio holding. Over time, gold tends to hold its purchasing power against inflation. Investors who buy gold
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Heresy Financial: Why Does the US Borrow and Tax When It Can Print Money?
During the pandemic, the U.S. government printed trillions of dollars. Much of that money went to keep companies operating. Some of it went out in
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