The Bull Goes Global, and Welcome to the Age of Electricity
Stocks snapped a two-week, battling through tariff and inflation headlines, to come within a fraction of all-time highs. What's driving the market higher now, what's different about today's rally, and...
17 Feb 202513min
The Securitization of the "America First" Agenda
Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporat...
10 Feb 202513min
DeepSeek, A.I., Tariffs, and the Future of Economic Security
A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billio...
3 Feb 202515min
The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny
On The Express this week, we dissect the flurry of economic executive orders and announcements from the Trump administration and identify the new power brokers influencing markets and the future of A....
27 Jan 202513min
The New Economic Policy Playbook and the Future of TikTok
It's a newer, faster version of The Express, and we break down the path of economic policies promised by the incoming Trump administration, including what's likely to happen, and what might get challe...
20 Jan 202511min
Reasons to Remain Bullish as the Bond Vigilantes Circle
Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there....
13 Jan 202531min
What to Expect Across the Capital Markets in 2025
Following back to back years of twenty-percent plus gains for the stock market, what should investors expect in 2025 as a new administration moves into Washington D.C., the U.S. economy continues to g...
6 Jan 202534min
Why the Bitcoin Bonanza Might Just Be Getting Started
After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the block...
23 Dec 202439min
