Latest Research & News
By Juan M. Villaverde On June 8, 202103:00 PM Eastern
Last night, a most curious headline hit my desk. It stated that the Federal Bureau of Investigation (FBI) had “retrieved” part of the Bitcoin (BTC, Tech/Adoption Grade “A-”) that was paid as...
By Sean Brodrick On June 8, 202111:28 AM Eastern
Precious metal and commodity prices have zigzagged higher after finding a bottom in late March. Rising consumer price data finally has the market pricing in higher inflation, which should help our...
By Mike Larson On June 8, 202108:00 AM Eastern
I’m having déjà vu all over again!
Soaring home and condo prices. Threadbare for sale inventory. Wild bidding wars … and incredibly frustrated buyers. It’s just like 2004-2005 here in South...
By Jon D. Markman On June 8, 202106:58 AM Eastern
The market is behaving weirdly. Cyclical issues were leading by a wide margin until Friday when the latest nonfarm payroll data came in weaker than expected.
Since then, bond yields have...
By Jon D. Markman On June 8, 202106:28 AM Eastern
The S&P 500 finished flat on Monday as traders failed to build on gains from the previous session.
Oddly, cyclical issues were mostly lower during the session as beaten-down technology stocks...
By David Dittman On June 8, 202106:00 AM Eastern
With the return of inflation in a form that has many investors fretting like it’s the 1970s comes a distinctly 21st-century debate: Is gold or Bitcoin (BTC) the better hedge?
Citigroup Inc....
By Jon D. Markman On June 7, 202103:25 PM Eastern
It’s happening. Merger Mondays are back now that stocks have returned to their highs.
This morning U.S. Concrete (USCR) agreed to a $1.3 billion merger with Vulcan Materials (VCM), another...
By Marija Matic On June 7, 202103:00 PM Eastern
Bitcoin (BTC, Tech/Adoption Grade “A-”) will likely become legal tender in El Salvador. There are indications that Paraguay may follow. In the United States, though, former President Trump is...
By Sean Brodrick On June 7, 202102:50 PM Eastern
Our latest regular issue talked about how to invest for inflation, and guess what happened? On Sunday, Treasury Secretary Janet Yellen said she’s fine with inflation that persists into next year...
By Alex Benfield On June 7, 202101:50 PM Eastern
Welcome to the first edition of the new weekly trader monitor! In this Monday piece, we’ll review our active trade signals and highlight any of our covered assets that are close to a buy or sell...