Bessent On Bonds; Warsh On Inflation
August 28, 2026
Treasury Secretary Bessent’s bond buybacks signaled liquidity support, while Kevin Warsh’s hawkish inflation warnings shifted expectations toward higher rates.
AI Is Ending America’s Era Of Flat Electricity Demand
Surging AI data center demand is ending the era of flat U.S. electricity growth.
The Price Of Crude And The Cost Of Money
Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes.
Convulsion In Credit Markets
U.S. interest costs of $3 billion daily signal a structural crisis, trapping the Fed between inflation and insolvency.
U.S. Debt Matters, But The Euro Area May Create The Next Crisis
U.S. debt attracts headlines, but the Eurozone’s massive unfunded liabilities and fiscal denial pose a greater systemic risk.
Weekly Market Pulse: A Debt Crisis?
Treasury yields face upward pressure as massive US debt issuance competes with AI-driven borrowing from Alphabet and Amazon.
LATEST ARTICLES
DKS, OKTA, And CRWD: 3 Trending Stocks Making Big Moves
August 28, 2026
DICK’S Sporting Goods shares fell after slashing its outlook on weak Foot Locker performance. Meanwhile, Okta and CrowdStrike are rallying following record earnings reports and raised fiscal guidance.
Gold Price Completes Downward Breakout To Trade At $4,474
August 28, 2026
Gold tumbled to $4,474 following a technical breakout and strong US consumer sentiment data.
If You Own Gold Or Silver, Watch This Before September
August 28, 2026
This video highlights key technical levels, the gold/silver ratio, investor positioning, and the potential for gold and precious-metals miners to resume their advance once the correction bottoms.
Italian Confidence Data Improves Further In August
August 28, 2026
Italian economic sentiment climbed in August as consumer and business confidence reached multi-month highs.
The BLS Annual Benchmark Revision For March 2026 Is -178,000 Private Jobs
August 28, 2026
The BLS preliminary benchmark revision for March 2026 reveals a modest 79,000 overcount in total jobs.
SpaceX Renews Investor Hope With Bold New Plan
August 28, 2026
SpaceX shares rallied after announcing a $100B Louisiana spaceport for frequent Starship launches.
So Much For The Manufacturing Employment Renaissance
August 28, 2026
Preliminary BLS benchmark revisions reveal a sharp decline in manufacturing employment, stalling the sector's recovery narrative.
Green Day - Wake Me Up When September Ends
August 28, 2026
In this video lesson, I review the overall market, a disturbing sentiment reading, the choppy and random trading environment in many stocks right now, and one new swing setup for Monday.
76% Higher With Two Down Days In It
August 28, 2026
Salesforce and SAP recently staged massive recoveries, with CRM surging 76% in a nearly uninterrupted run. This one-sided trade signals a market devoid of sellers, though extreme momentum suggests a violent reversal looms.
QCEW Jobs Report Suggests Employment All But Stalled During Most Of Last Year And Early This Year
August 28, 2026
The QCEW report reveals US job growth nearly stalled over the past year, significantly trailing initial payroll estimates. Data suggests a late 2025 mini-recession as weak hiring signals a widening K-shaped economic divergence.
The Speech Dropped Before He Spoke
August 28, 2026
Kevin Warsh’s speech triggered instant algorithmic repricing, signaling certain rate hikes by December.
Gold Silver Selloff: Should You Buy The Dip After Warsh Jackson Hole?
August 28, 2026
Investors are assessing the outlook for gold and silver as higher-for-longer interest rate fears resurface.
EDITOR'S CHOICE
Surging AI data center demand is ending the era of flat U.S. electricity growth.
Crude oil and Treasury yields are climbing as Middle East tensions disrupt energy shipping routes.
U.S. interest costs of $3 billion daily signal a structural crisis, trapping the Fed between inflation and insolvency.
IN THE SPOTLIGHT
Vertex Pharmaceuticals outpaces Regeneron with superior capital efficiency and an ROIC nearly triple its rival's.
Gold holds firm as markets await Kevin Warsh’s Jackson Hole speech for clarity on Fed policy.
Canada’s walkout from US trade negotiations triggered $28 billion in retaliatory tariffs on steel and dairy.
GBPAUD faces further weakness as sticky Aussie inflation drives the pair lower within a bearish Elliott Wave triangle.
Ituran Location & Control is projected to deliver a 13.82% gain through 2027, backed by its 3.90% dividend yield.