First to Market
What The Past Teaches Us About Fed Independence
CHART OF THE DAY GOOD MORNING! I (and plenty of others, from Jamie Dimon to Christine Lagarde), am concerned about long-term global economic stability with...
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First to Market
Why Investors Don’t Believe Americana is a Banana Republic … Yet
CHART OF THE DAY GOOD MORNING! In traditional circumstances, a criminal investigation looking into Federal Reserve Chair Jerome Powell would reignite the “Sell America” trade....
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First to Market
The Protein Trade Keeps Winning
CHART OF THE DAY GOOD MORNING! Last April, the meat-processing giant Cargill noted that 61% of U.S. consumers reported increasing their protein intake in 2024,...
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First to Market
Trump Targets Wall Street Homeowners
CHART OF THE DAY GOOD MORNING! For some time, housing inflation has remained stubbornly above overall headline inflation, and housing prices have continued to climb...
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First to Market
Should Consumers Be Able to Invest in Their Own Debt?
CHART OF THE DAY GOOD MORNING! The last time we addressed the concept of circularity in the context of investing, we were discussing AI –...
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First to Market
Tesla and the EV Game of Thrones
CHART OF THE DAY GOOD MORNING! Last week, China's BYD officially became the largest seller of BEVs (battery electric vehicles), replacing Tesla TSLA -2.23% at the...
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First to Market
Will the Shakeup of Venezuela Jolt Oil Stocks Back Into Action?
CHART OF THE DAY GOOD MORNING! Shares of oil-and-gas companies are living it big to start 2026. Their rise, however, seems counterintuitive. The energy sector...
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First to Market
Venezuela, the Donroe Doctrine, and the Market Picture
CHART OF THE DAY GOOD MORNING! We woke up Saturday morning to news that U.S. military forces under the direction of President Trump had invaded...
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First to Market
Sweet Charity and the Stock Market
CHART OF THE DAY GOOD MORNING! Happy New Year! It isn't just retailers who view the holiday season that just ended as critical to the...
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First to Market
11 Things That Were Not on Our Bingo Cards For This Year
CHART OF THE DAY GOOD MORNING! You wouldn't believe all the bombshells that were dropped this year if you looked at it solely from the...
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