30-Year Treasury Yield Nears Next Breakout As The Market Reprices The Neutral Rate
August 16, 2026
The 30-year Treasury yield is nearing a breakout as the market reprices the economy's neutral rate.
In This Article: SPY
Q2 Earnings Season Enters Final Stretch: Walmart Headlines Upcoming Retail Earnings
Walmart headlines the final stretch of Q2 earnings as markets test the retailer's premium valuation against macro headwinds.
Yen Intervention Narrative: What’s True And Not
Japan’s yen intervention signals market stabilization via the Fed's FIMA facility rather than a secret bond market bailout.
Solar Overtakes Wind, But Fossil Fuel Demand Keeps Rising
Solar generation surged 30% in 2025, overtaking wind for the first time as the world's fastest-growing energy source.
Permission Slips: Dealing With No
There is a difference between owning a thing and having permission to use it, and almost everything most people count as their wealth sits firmly in the second category.
Q2 Earnings: Robust Results And Positive Estimate Revisions Validate Market Fundamentals
Robust Q2 results and positive estimate revisions across eight sectors validate market fundamentals.
LATEST ARTICLES
Where Do You Spend Your Food Budget, At Home Or Dining Out?
August 16, 2026
Consumer spending shifted toward dining out in 2022, but lagging BLS CPI weights fail to capture this trend.
Retail Companies On The Hotseat This Week
August 16, 2026
Surprising declines in retail sales put retailers on the hotseat ahead of a busy earnings week.
Investors In Microsoft Love Shorting Out-Of-The-Money MSFT Puts
August 16, 2026
Microsoft upside remains strong as surging free cash flow drives higher analyst price targets.
In This Article: MSFT
The Market Is Mispricing The Inevitable
August 16, 2026
Current market valuations ignore a structural shift in economic fundamentals, creating a significant mispricing opportunity.
While Inflation Eats Into Your Wallet, Companies Won’t Let It Eat Theirs
August 16, 2026
CPI inflation reached 3.4% amid surging energy costs, yet S&P 500 companies continue to protect profit margins by passing expenses to consumers.
In This Article: SPY
Coffee Price Weekly Forecast: Record Brazil Harvest In Focus
August 16, 2026
While the market remains stubborn near $315, easing concerns over Colombia's earthquake may drive values toward key support at $310.
Chinese Banks Have Stopped Lending (Here's What That Means)
August 16, 2026
Chinese bank loan flows have hit record lows, triggering a massive financial crackdown from Beijing.
In This Article: GXC
Crypto Market Strength Remains Narrow As LINK Outperforms
August 16, 2026
Chainlink surged 13% this week, outperforming a crypto market plagued by negative breadth.
Sprinkle Some S&P500 In Your Midstream Portfolio
August 16, 2026
Midstream energy outperformed the S&P 500 over five years, delivering a 21% annual return.
Why The Bond Market Is Squeezing Fed Chair Warsh
August 16, 2026
Fed Chair Kevin Warsh faces a stagflation trap as 3.4% inflation and rising bond yields complicate the path for potential rate cuts.
In This Article: SPY
Strong Earnings, Softer Inflation, Happier Markets
August 16, 2026
Strong Q2 earnings and cooling inflation are fueling a broad market rally as the S&P 500 gains 4% in August.
In This Article: SPY
Positioning Beyond US Dollar Resilience
August 16, 2026
US dollar resilience faces structural headwinds from fiscal deficits and cooling inflation.
Weekly S&P500 Charts - Sunday, Aug. 16
August 16, 2026
S&P 500 equal-weight performance is turning up, signaling a bullish broadening of market breadth.
EDITOR'S CHOICE
Walmart headlines the final stretch of Q2 earnings as markets test the retailer's premium valuation against macro...
Japan’s yen intervention signals market stabilization via the Fed's FIMA facility rather than a secret bond market...
Solar generation surged 30% in 2025, overtaking wind for the first time as the world's fastest-growing energy source.
IN THE SPOTLIGHT
CPI inflation reached 3.4% amid surging energy costs, yet S&P 500 companies continue to protect profit margins by...
The principal cyclical risk remains eventual memory overinvestment. Current investment remains concentrated heavily on...
U.S. efforts to bolster the yen face skepticism as interest rate differentials sustain the carry trade.
Tele2 offers a projected 26% annual , fueled by a 5.2% dividend yield and consistent share price growth.
Elliott Wave analysis suggests an impulsive move lower is underway, signaling further weakness into next week.