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AI, Ma Bell, and the Case for Oligopolies
CHART OF THE DAY GOOD MORNING! Amidst the bidding war that seems to have arisen for Warner Brothers Discovery, one suitor has reportedly raised antitrust...
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Earnings Daily
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Crypto - Comments
MSTR News: Not Bullish, But Far Less Bearish Than the Market Reaction
DISCUSSED IN TODAY'S VIDEO:Today’s move was sparked by macro drivers (yields, JPY rally, risk lower) but amplified by concerns tied to MSTR and increasingly skittish...
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Macro Minute Video
Video: Macro Minute: 6 reasons to expect a rally in Dec, and history shows odds even higher after a 'flat/down' Nov
Video_: _We discuss how December is shaping up to be a strong month. While stocks have felt shaky due to the November declines and also...
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Daily Technical Strategy
SPX, Silver, TNX and Japanese Yen in focus
NOTE: There will be no video tonight, as I'm currently out of the office. I appreciate your understanding. Minor consolidation got underway today with 8...
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US Policy
Special House Election, Congress Returns
Tomorrow there is a special election in Tennessee to fill the vacancy created when Republican Congressman Mark Green left Congress in July. With the Republican's...
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