Analysis & Opinion

A senior advisor at a US practice recently got back four to six hours of her week. Not through a restructuring or thanks to a new hire, but through automation that now handles what used to be meeting...

S&P 500 faces its sharpest pullback in weeks, though broader bullish trend remains intact. Rising oil prices, higher bond yields, and crypto weakness are testing market risk appetite. Investors...

Wall Street has piled into the dollar debasement story; however, as is always the case, when everyone is on one side of the trade, the other side becomes more compelling. In Part 1, we explored why...

NFP leading indicators point to a potentially above-expected reading in this month’s jobs report, with headline job growth coming in somewhere in the 120-160K range.NFP Key PointsNFP report...

The AI trade has become increasingly crowded. Everyone is debating the same questions:  Will NVIDIA maintain its lead?  Will custom ASICs take share?  Will OpenAI or Google...

The correction in AI stocks following Broadcom’s (AVGO) disappointing guidance gave investors a lesson in how quickly momentum can fade. Stocks go up, and stocks go down.  But one strategy...

A blowout May jobs report doubled what Wall Street penciled in, and the market did exactly what a stretched, top-heavy tape does when good news lands: it sold the rate-sensitive winners and bought...

Strange day. For some reason, I lost track of the market during the afternoon because I had a few other projects to attend to.The market clearly is not concerned one bit about today’s May jobs...