InvestorPlace Digest

Three Reasons to Be Careful Today

The equity risk premium for stocks is incredibly low … what the S&P’s CAPE level suggests for 10-year returns going forward … trouble in the…

No Rate Cuts Anytime Soon

The Fed throws cold water on near-term rate cuts … but the market jumps higher (at least, initially) … why the last mile of inflation…

Young America’s Anger and Your Money

The American Dream is on life support … the growing unhappiness of Young America … what they’ve chosen as their path for escape … how…

Where Are We in this Pullback?

A 30K-foot view on this pullback … PCE inflation tops estimates … is the pullback so far normal? … the primary driver of the bull…

The Dirty Little Secret of AI

Slower growth and hotter inflation … where AI goes next … the dirty secret of AI … the best picks and shovels approach … two…

You Would Fire “God” As Your Portfolio Manager

Investors are growing nervous … be careful about selling today … why investors would likely fire “God” if He was their portfolio manager … the…

The Bitcoin Halving is Done – Here’s What Happens Next

Bitcoin completes its fourth halving … what history suggests happens from here… the added tailwind behind crypto today … Luke Lango’s quant approach to altcoins…

Bond Yields Have Hit “the Danger Zone”

A “targeted” counterattack last night… the 10-year Treasury yield is a problem for stocks… home sales fall thanks to expensive mortgages… silver might shine more…

Watch Out for the Surging Dollar

The dollar is poised to keep climbing… tariffs are back in the news… insurance rates skyrocket… the growing problem of “social inflation” Today, let’s bounce…

Why Gold Will Go Even Higher

Eric Fry’s gold prediction is playing out… investors hate gold’s bull run… who is buying gold?… the case for more gains to come… how to…

Is Bitcoin a “Buy” Right Now?

Do you buy Bitcoin down 15%? … Luke Lango’s roadmap for crypto … the 10-year Treasury yield approaches 4.70% … when are rate cuts coming?…

You’re Not Crazy – Things Are on Fire

A near-complete loss of capital in an office building… massive fast-food inflation… setting new (bad) records in the bond market… misleading claims about jobs… no…

Stay Bullish Despite the CPI Data

Poking holes in our own analysis … the case for a continuation of disinflation … a deeper dive into Wednesday's CPI report … why Luke…

Inflation Progress Has Officially Stalled

CPI inflation comes in hotter than expected … the timing of rate cuts gets pushed back – again … the difference between inflation and prices…

Watch for Market Fireworks Tomorrow

What will tomorrow's CPI bring? … inflation progress has been stalling  … is the market too high relative to fewer potential rate cuts? … get…

Ignore Gold’s New Highs – Look Here Instead

Copper is making a big move … what history suggests about its performance after rate cuts begin … why it’s a strong trade even if…

The Jobs Report Surpasses Estimates

Nonfarm payroll growth blows past estimates … Biden and Trump differ on their views of the economy … strong on the macro, weak on the…

Follow the Money into the Oil Patch

Our oil trades cruise higher … why Louis Navellier is calling for more gains … food inflation is hurting Europe … why it could be…

After Record Highs, Can Gold Push Higher?

Gold shines as geopolitical conflict escalates … the rising 10-year Treasury yield and strong dollar aren’t slowing it down … be ready for a pullback…