Interest rates keep rising. The 1-year T-Bill yield is at 22-year highs Treasury yields are rising as governments issue more debt to "fund" the difference…

Stock market sentiment took another step away from "irrational exuberance" this week I wrote in the July 22 TDNotes: I’ve been skeptical of the “Magnificient…

It was Central Bank Week The FOMC met on Wednesday and raised 25 bps as expected, with markets now pricing a ~30% chance of another…

A turning point in sizzling tech stocks? On Tuesday, MSFT announced plans to invoice corporations for employees using Microsoft AI. Within an hour; the share…

Weaker-than-expected CPI ignited a risk-on surge across currency, credit and equity markets "A man hears what he wants to hear and disregards the rest." Paul…

Real and nominal interest rates surged higher this week Interest rates across Europe, Canada and the US rose this week, with yields on the long…

An Apple a day keeps the bear away AAPL surged to new All-Time Highs on Friday, up ~56% from its January lows. The market cap…

Soaring stocks "pause" AAPL closed at new All-Time Highs this week, but many other stocks and the leading indices took a "pause." Perhaps there was…