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Covid in China, war in Europe and changing perceptions about the invincibility and massive ownership of Big Tech companies are ...

27 April, 2022

Bond yields rose again yesterday sending the widely owned tech shares lower. Bloomberg opines that if interest rates continue to ...

24 November, 2021

Inflation expectations as measured by the five-year Treasury breakeven rate are at a two-decade high topping the upper limit of the Fed’s inflation limit of 3.0%. All should be focused on ...

26 October, 2021

August’s CPI is released at 8:30. In some regards, posted inflation data is exceeding forecasted amounts by a 2 to 1 margin according to the Citicorp Surprise Index. Analysts are expecting a ...

14 September, 2021

Value led yesterday’s decline perhaps the result of a disappointing ISM non-manufacturing report. The service sector is not expanding as strong as expected, primarily the ...

07 July, 2021

Welcome to June. It is widely accepted interest rates are the primary determinate of asset valuations. Treasury yields fell in May and the high growth tech names declined the most since ...

01 June, 2021

The 10-year Treasury is at the highest yield in a year. Many market luminaries have defended current lofty valuations—the highest since the records achieved during the ...

19 February, 2021

For many years I titled these remarks “Early Morning Commentary,” a commentary as to how I view of the socio economic and geopolitical issues facing the markets and the economy. I am flattered by the ...

15 January, 2021