Dr. Copper is Still Holding Class

The stories since the start of the trade war tend to verify what most intelligent people knew long ago(from the UK Guardian): Demand for copper […]

A Quick Precious Metals Update: Still the Same

Despite a massive attempt by the shorts in the futures markets to quash this recent rally, the reality is that nothing has changed and all […]

A Great Infographic From Yahoo Finance on Inflation

While I like to think I try to cover data like this from top to bottom, sometimes an infographic helps to explain the radical change […]

More Tariff Circus Nonsense Now with Indonesia

This morning our Emperor in Chief, Donaldo Maximus El Trump announced that he personally had struck another trade deal, this time with the President of […]

All This Excitement About a $9 Stock

This morning the major investment banks started reporting and by golly it’s so shocking to see the results that they beat their lowered estimates, I […]

Merchandise Everything Accomplish Little

“If you can’t dazzle them with brilliance, baffle them with bullshit.” -W.C. Fields The insanity that America has been enduring for twenty years now appears […]

The Trump Trade Sitzkrieg

After the defeat of Poland by the German military on September 27, 1939 an prolonged 8 month period of relative inactivity on the European front […]

The Financial Pandemic of 2025

That’s it said the Business Man. Industry cannot run on optimism. Optimism cannot create commodities or sell them; it cannot operate a shoe factory or […]

07.03.25 Non-Farm Payroll Previewarama

For the record, if one is not already getting prepared to clean the smoker, load the cooler, and prepare to smoke some quality dead pig […]

ADP: A Canary in the Coal Mine or Just More Noise?

Earlier today the Automatic Data Processing (ADP) monthly payroll employment report was announced at 8:15 a.m. ET. While the majority of Wall Street and anyone […]

2025 Q2 Ends on a What Me Worry Note

The second quarter of 2025 began in April with a trade war firestorm and ended the month of June with a Taco Fiesta creating hope […]

The Big MOAB Was Dropped on Markets This Week

While many of my readers who were growing tired of the 12 Day War will read the headline above and say “oh no another Israel-Iran […]

Federal Reserve Chair Jay Powell to Congress: No Cuts for You

In about ten minutes from now, Federal Reserve Chairman Jay Powell will present the following prepared remarks to the Committee on Financial Services, U.S. House […]

06.23.25 Markets Should Rally Unless…

This one innocuous looking photograph which is the headline thumbnail for this article is the key to understanding why ES is not down 100 points […]

OpEx Friday: Get Ready for the Pump Before the Dump

The usual suspects were on financial television this morning boasting that there really isn’t no sign of stagflation and that tariff impacts will not be […]