Archives by Month:

Archives by Year:

These 2 AI Chip Stocks Could Outperform Nvidia In 2025: Should You Invest Now?

These 2 AI Chip Stocks Could Outperform Nvidia In 2025: Should You Invest Now?

Image Source: Unsplash Nvidia has turned into more of an obsession for investors in search of outsized returns.The artificial intelligence darling contributed the most to the S&P 500’s overall returns in 2024 – and NVDA remains a great pick for this year too “on the precipice of the Blackwell ramp,” according to Jefferies analyst Blayne Curtis.But […]
AgMaster Report – Tuesday, Jan. 14

AgMaster Report – Tuesday, Jan. 14

MAR CORN A stunning, bullish shocker WASDE REPORT was announced Mon at 11am CST – where final 2024 corn yield was reported at 179.3 bpa (Nov – 183.1) – the 2nd biggest Nov-Jan yield drop ever! However, the yield # should really not surprise – given the extreme dryness to afflict the corn belt just before […]
The Bond Vigilantes Are Back And Rejecting The Fed

The Bond Vigilantes Are Back And Rejecting The Fed

Image Source: Unsplash Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain.And today’s guest expert, Jim Bianco, founder of market research firm Bianco Research, thinks it’s going to continue to prove problematic as the return of the “bond vigilantes” increasingly undermines the Fed’s efforts.We’ll talk […]
7 Stocks I’m Buying As Markets Crash

7 Stocks I’m Buying As Markets Crash

Image Source: Pixabay The markets have been dropping for the past couple of days.My main stock portfolio is down $88,000.When I noticed the markets are dropping, the first thing I did was sort my positions based on the smallest day change so I can see which one of my positions have dropped the most.Then I scroll […]
India’s Currency Crisis Is Spreading

India’s Currency Crisis Is Spreading

Image Source: Pixabay The rupee’s currency crisis is accelerating. The central bank is burning through reserves at an unsustainable pace. India stocks were crushed, with the main SENSEX index down over a thousand points. Delhi also significantly dialed back its growth estimates while reports came out it is going to massively restate its November imports. Why […]
Silver’s Time To Shine Is Here – Get Ready

Silver’s Time To Shine Is Here – Get Ready

Image Source: Unsplash Silver tends to outperform the rest of the precious metals sector close to the end of a given rally. We’re not there YET.This provides us with a great trading opportunity when we combine it with miners’ particularly strong performance and the buy signal on the stock market.Let’s start with the latter. In yesterday’s analysis, […]
Visualizing America’s $1.7 Trillion Insurance Industry

Visualizing America’s $1.7 Trillion Insurance Industry

This graphic breaks down the total market capitalization of America’s insurance industry, using data from Companiesmarketcap.com.As of Jan. 7, 2025, UnitedHealth Group (UNH) is the country’s most valuable insurance company, with a market cap of $473 billion. Data and Key Takeaways The data we used to create this graphic is listed in the table below. Note that this […]
A Deep Dive On The Recent Spike In U.S. Treasury Yields 
                    

Decomposing the spike in U.S. Treasury yields

Why have term premia increased so much?

The outlook for yields

The global context of yields

The bottom line

A Deep Dive On The Recent Spike In U.S. Treasury Yields Decomposing the spike in U.S. Treasury yields Why have term premia increased so much? The outlook for yields The global context of yields The bottom line

Image source: Pixabay U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward. Decomposing the spike in U.S. Treasury yields […]
Bank of England takes next step in CBDC exploration with Digital Pound Lab

Bank of England takes next step in CBDC exploration with Digital Pound Lab

Key Takeaways The Bank of England launches the Digital Pound Lab to experiment with a central bank digital currency. The initiative aims to create a public-private platform to modernize payments and assess the feasibility of introducing a digital pound in the UK. Share this article The Bank of England is launching the Digital Pound Lab, […]
What Is The Economic Outlook For 2025?

What Is The Economic Outlook For 2025?

Image Source: Pixabay With 2024 now behind us, the year ahead promises to be all the more dramatic. The times in which we live remain historically intense. At this very particular moment when two worlds are separating, the decades to come are being written today. 2025 will therefore be marked by the accelerated development of all […]