CPI data comes in below estimates … relief from the soaring 10-year Treasury yield … Trump’s coming “energy dominance” … how Eric Fry is playing AGI This morning, we received the second and more important inflation report of the week – the Consumer Price Index (CPI). Fortunately, the numbers came in soft, triggering two reactions.… More
Articles
My Prediction for 2025 – and a Profit-Generating Certainty
Every January, I, too, like to dust off my crystal ball and present a collection of forecasts and wild guesses about the coming year. Today, I’d like to offer a new prediction for 2025. Then, I’ll delve into a certainty: The arrival of artificial general intelligence, or AGI, is imminent. More
U.S. Inflation Slows: Why Now Is the Time to Buy Stocks
After a rough December – and equally rough start to 2025 – the stock market is surging higher thanks to today's soft inflation data. More
Tomorrow’s Inflation Report Could Change Everything
Wholesale inflation comes in below forecasts … the 10-year Treasury yield is driving the bus … the S&P sits at a critical level … estimating the size of the potential move that’s coming for the S&P The first of this week’s two key inflation reports came in relatively soft this morning. The Producer Price Index… More
Why This Week Is So Important for the Stock Market
This is “make-or-break” week for stocks. It all comes down to one word: inflation. More
The Bond Vigilantes Are Holding the Market Hostage (For Now…)
In today’s Market 360, we’ll take a closer look at the bond market and what’s driving yields higher. I’ll also explain why you shouldn’t worry about the recent gyrations. More
Oil Triggers a “Buy” Signal
Jeff Clark’s “buy” signal in the oil patch … Jensen Huang crushes quantum stocks … Eric Fry’s “Road to AGI” has accelerated … how to play seasonality in 2025 Oil popped on Friday when news broke that the U.S. Treasury Department had imposed fresh sanctions on Russian oil. The gains are continuing as I write… More
