Spend 30 Minutes Monthly, End Endless Money Stress
People already spend HOURS every week on their finances. Worrying. Stressing. Fighting about money. Checking their bank balance anxiously. Moving money around manually. When 30 min/mo of focus would fix their finances forever.
2026 Poised as Decade’s Best Year for Active Management
2026 could be the best year for active management in decades. The combination of a heavily concentrated index alongside a period of cyclical broadening provides for a backdrop of most stocks beating the benchmark.
Closing Fossil Plants Drives Winter Grid Strain, Price Spikes
Had we not shut down so many coal plants and suppressed so many pipelines and prevented so many gas plants, this winter's electricity demand could have been easily and cheaply met. Instead, it strained grids, spiked power prices, and spiked heating...
Local Deposits Multiply Community Economic Impact
For anyone curious about how local deposits multiple dollars into the local community, dig out your old Econ 101 textbook or search for “money multiplier”. When you keep your $ in a local bank it feeds the local economy. The...
Trump's Threats Prompt Modi to Dismantle India’s Protections
My take on MODI'S WIN over Trump in the US-India Trade Deal: "Ironically, Trump's threats have allowed Modi to dismantle some of India's protectionist measures. Previously, the dismantling wouldn't have been possible. Now Modi can say, 'Enemy Trump made...
Stay Overweight on Equities, Still Diversify Globally
I joined the @MilkRoadMacro show this week. Laid out why we remain overweight equities, but you want to still own other parts of the 🌍. https://t.co/X8faci8XLY
Dollar Declines Despite Hot Inflation and SCOTUS Ruling
The Dollar yesterday fell back to its recent lows against EM, even though core PCE inflation came in hot and the SCOTUS decision should have lifted it. Regime change for USD is upon us. Things that ordinarily lift the Dollar...
Dollar's Decline Signals Shift; Reconsider Your Investments
Oh boy. “DOLLAR in DECLINE” “The U.S. currency has lost its dominance. What investors should do now.”
Dollar Weakness Boosts Gold, Hurts US Stocks
⚠️US Dollar weakness is historically BAD news for US stocks: AVERAGE ANNUALIZED RETURNS during the 5 major Dollar bear markets since 1967: S&P 500: +6.4% annualized Gold: +43.1% annualized EM stocks: +23.7% annualized👇 https://globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-peaked
Credit One Teaches Credit Pitfalls and Rebuilding Momentum
@CreditOneBank is building programs like Credit Wreckers to teach people what not to do with credit and help rebuild financial momentum. In this episode, we discuss how with Steve Min. Watch the full video: https://t.co/wUIHckaAy4 https://t.co/kXzIKFYg9G
Dollar's Future Uncertain After Supreme Court Tariff Ruling
Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling?: The Supreme Court struck down President Trump's use of emergency powers to impose widespread tariffs. The court did not rule on refunds. Trump quickly announced a 10% across-the-board…...
USD Stays Strong Despite Weak GDP and Tariffs
Outside of an occasional shock like around Liberation Day, it is not clear that the tariffs had much impact in the FX market. $USD held up fairly well in the face of the disappointing GDP and tariff ruling. What's...
Financial Media Misuses Weak GDPNow Forecasts to Spin Bullish Narrative
Recall @HalftimeReport Slink's confidentally quoting (on almost a daily basis) of the robust GDP Now projections by the Atlanta Fed (among the worst forecasters extant) to support her "the economy is great" and bullish market thesis? That is the...
Supreme Court Undermines Washington’s Geoeconomic Power Base
The legal foundation of Washington’s geoeconomic power plays is looking shaky after the U.S. Supreme Court ruling invalidated the use of the International Emergency Economic Powers Act (IEEPA) Source: Vizualytiks https://www.voronoiapp.com/trade/US-Tariff-Revenue-7693
Gold and Silver Surge Amid Iran Tensions, CNY Break Ends
Gold back over $5100 USD and Silver over $84 USD. We have a potential Iran conflict, and the end of the CNY break next week. https://t.co/Eac6sG80np
Supreme Court Says IEEPA Can't Authorize Presidential Tariffs
The Supreme Court Ruling In a 6–3 decision (Learning Resources, Inc. v. Trump), the Court ruled that the International Emergency Economic Powers Act (IEEPA) of 1977 does not give the President the authority to impose tariffs.
US‑Led Regime Change Leaves Libya with 58.8% Inflation
#LibyaWatch🇱🇾: Thanks to US-led regime change operations in 2011, Libya is a failed state. Today, I measure Libya’s inflation at 58.8%/yr. LIBYA’S ECONOMY = IN THE TANK. https://t.co/5JVou6TFc3
ETF/ETP Trading Volume Halves in Weekly Pullback
The ETF/ETP market closed this week with a significant pullback from last weeks performance. A total of 3.837 million units valued at ₦547.380 million were traded across 5,252 deals this week. This represents a notable decline compared to the previous week (ended...
Gold Reclaims $5,100 Amid Geopolitical and Rate‑Cut Pressures
GOLD ( XAUUSD ) : 5100 Has Been Reclaimed. Exactly as shared ahead of time. Technical break of market structure , Rising Geopolitical concerns , Tariffs uncertainty , Stagflation concerns , Rate cuts pricing = Higher Gold.
Mineral Resources Posts Interim Profit on Onslow Boost, Lithium Rebound
Mineral Resources swings to interim profit on stronger Onslow output, lithium rebound https://t.co/DOTSeLY4pB via @KitcoNewsNOW
Prioritize Understanding Over Constant Market Openings
We should stop asking for stock markets to be open for every economic announcement so that traders can hedge their risks. Imagine if our market was open when these new tariffs were announced and old ones scapped- 12 hours later people...
Japan's Low Inflation Reflects Weak Money Supply Growth
Japan’s inflation rate comes in at 1.53%/yr in January, BELOW its 2%/yr target. JP’s money supply (M2) is growing at 1.56%/yr, WELL BELOW Hanke's Golden Growth Rate of~6.07%/yr, a rate consistent with JP’s 2%/yr inflation target. THE INFLATION STORY = A MONEY...
Section 122 Exemptions Enable Net Tariff Reduction
Important. Net effect of striking IEEPA/ reciprocal tariffs and doing the 122 with similar product exemptions should be a tariff reduction.
Stop Obsessing over Tiny Financial Details
Also doesn't matter: - Switching savings account to get an extra 0.05% interest - Agonizing over the cost of daily coffee - Tracking 50+ line items in a budget
US Sells Venezuelan Oil to India, Surprising Twist
Today, the US announced a plan to sell Venezuelan oil to India. Note who’s selling Venezuela’s oil to India. It’s Uncle Sam. AMAZING. https://t.co/SLitquccox
IEEPA Tariff Invalidated Threatens Existing Trade Deal Framework
JPMORGAN: “.. many trade deals negotiated to date have relied on IEEPA tariffs and have not yet been formalized as trade agreements. With the legal basis for these tariffs now invalidated, the fate of these deals is in question. These...
China’s Growth Needs Domestic Consumption, Not Exports
China’s economy has held up remarkably well against shocks like U.S. tariffs but continued resilience will need consumption to drive growth, rather than external demand, according to a report by the International Monetary Fund. @Tracyyyqu https://t.co/7pUUCZaEr2
Trust NCI's Spider Sense, Go Long $BNAI Tonight
$NCI never doubt spider sense 😎 Nice long bias today @IUTraders for potential $BNAI Friday night replication. https://t.co/sEPvEtmdVc
Structured Sales Protect Sellers; Buyers Should Disrupt Them
So nuts. The most important thing a listing agent does is run a structured sale process, so that: 1. All prospective bidders feel like they have a shot, if they put their best foot forward, & 2. The seller can systematically, calmly...
ProShares Shifts $17B to IQMM for Cash Management
Mystery solved via Ben re the $17b in $IQMM on Day One. The call is coming from inside the house, literally, ProShares own funds are all now using IQMM now for their cash positions. Big time BYOA and not as...
Historic Shift Signals Growing Market Structure Risks
Historic Dispersion From Growth To Value Rotation - some quant talk to highlight growing risks in market structure. #CTA #IRAN $NVDA https://t.co/ZcfZDnpE7l
MFs Adding ETF Share Classes Will Trigger Massive Drainage
Prepping for presentation I found this slide from last year, it's a bit strong but I stand by it re what will be the main impact of MFs adding on ETF share classes (which should kick off in next few...
Deere’s Dividend Surge Validates 12‑Year Analysis
I analyzed this company twelve years ago You will never guess what happened next https://www.dividendgrowthinvestor.com/2014/07/deere-co-de-dividend-stock-analysis.html
Dollar Stays King, No Signs of Dethronement
My take on the US dollar: "The DOLLAR IS KING, and it's going to REMAIN KING. It's hard to knock a king off his throne." https://t.co/txOJ9KZ8Qw
Korea Call Delivers Near‑double EWY Gains Since August
Since our bullish call on Korea last August… EWY +99.27% SPY +7.78% Money counting time. https://t.co/EKTw9HANNh
S&P 500 Rebounds Above 6900, Tech Leads Rally
$SPX closed back above 6900 to end the week. $GOOGL $AMZN and $NFLX powered the rally, silver surged 8%, and I tackled viewer questions on $CAT entries, $MSFT Fibonacci risk, $ENPH breakout and the Hindenburg Omen. Full CHART THIS Mailbag: https://t.co/HpUIXN5kHi https://t.co/AiL2WR6RDf
VanEck Launches $WARP Space ETF, Joins UFO Rivals
NEW: @vaneck_us files for a space ETF. Will have an awesome ticker -- $WARP. This will compete on some level with a handful of products like $UFO, $ARKX & $UFOD https://t.co/POFTNx77Nb
Investors Shift to Staples Amid Mag‑7 CAP‑Ex Weakness
In my weekly markets video for clients, I highlighted how investors have gone from “7 to Staples”. Usually, growing macro risks lead to Staples leadership. This time macro isn’t the issue, but it could be due to Mag 7’s idiosyncratic...
Argentina's 32% Inflation Fueled by Runaway Money Growth
Argentina’s inflation comes in at a RED HOT 32.4%/yr. NO SURPRISE. AR’s money supply (M3) is growing at 38.7%/yr. That's WELL ABOVE Hanke's Golden Growth Rate of 9.8%/yr, a rate consistent with hitting its 5%/yr inflation target. INFLATION = PRES. MILEI'S ACHILLES HEEL....
Section 122 Tariffs Approaching Rapidly: Key Points
A couple of points on Section 122 tariffs -- as they seem to be coming quickly 1/ https://t.co/s9LF3ZMZ1q
IMF's 2025 Report Flawed Using Outdated
This illustrates the problems with the IMF's 2025 external sector report -- for one, it uses the 2024 current account surplus as its measure, and a lot has changed since then ... 1/2 https://t.co/uBaXFvSXhW
Even on a Log Scale, Growth Still Accelerates
You may look at this and think “meh” initially. Then you look again and realize its a log plot anddddd it’s still bending upwards… 🤯
BMO Raises Gold Forecast to $6,500, Bull Peaks $6‑7k
The Bank of Montreal has followed my lead. It just UPGRADED its gold price forecast to $6,500/oz by year's end. I predict the GOLD BULL will PEAK at $6,000-$7,000/oz. BUY GOLD, WEAR DIAMONDS. https://t.co/69wgiprOrt
China’s Defense Surplus Funding Threatens US Corporate Influence
Sad to watch so many analysts and economists argue that it is a "win" to allow China to continue to deploy surpluses earned from making a significant % of the US military for us 👇into US equity stakes which China...
Silver Near 10‑Month Streak Amid $2T Liquidations
$2 trillion in forced liquidation blamed on chinese traders, margin hikes & Warsh pick, silver is 33 cents away from completing its 10th consecutive monthly candle (if it were monthend) #forex #XAUUSD #XAGUSD https://t.co/SOjpd04sAO
Park Sale Proceeds in Money Market, Not Stocks
"I got $500k from the sale of my home. What to do with the cash if I need to buy another home within a year?” Money Market Fund (like $VUSXX) paying 3.64%. State tax free, so it’s a great choice, or HYSA. Unless...
Crossing $100K Unlocks Compounding, $1M Becomes Inevitable
The $100,000 portfolio is the mark when a lot of stuff changed for us. It wasn’t the actual amount, but the fact we were able to build a system that generated a substantial enough amount to show us that the...
NovaGold Opts Single‑phase Donlin Build at $5,000 Gold
"We have looked at building [the Donlin project] in phases, but given the current price environment of about $5,000 an ounce, it's our current thinking to build the project in a single build," said @NOVAGOLD 's CEO Greg Lang. ...
NYSE Composite Hits Record Weekly Close
That was just the highest weekly close in the history of the NYSE Composite Index https://t.co/jxcFWw2qDi
Funds Go Long on US Grains, Soybeans Surge
📈Funds turned bullish across U.S. grain & oilseed futures and options through Feb. 17, their first collective long since early December. This was driven by surging optimism in soybeans & soybean oil and waning pessimism in the grains, especially corn....