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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 ...

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 ...

It was a relatively quiet day as prospects for a stimulus deal remained elusive while COVID cases increases. The NASDAQ closed nominally higher and the Dow nominally lower. Treasuries were ...

Equities stumbled the most in four months. There were numerous catalysts. Rising COVID cases. Reality setting in Biden could win thus ushering in an unprecedented wave of ...

In my view the market had little reaction to what Bloomberg writes “is the most significant monopoly case filed in the US in perhaps 100 years.” The US Justice Department is poised to...