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2023January

Powell’s Pause: Pivot Point for Rates?

Posted December 18, 2023

“Between the Fed and market signals, expectations are clearly building for rates to come down,” says Zach Scheidt.

Tesla Evades China’s Grip

Posted December 15, 2023

Here's what Marc gives away in our chat…
Tesla Evades China’s Grip

Dueling Narratives, ONE Economy

Posted December 13, 2023

“Two narratives are sending the market higher,” says Zach Scheidt. “But they present two opposing views that can’t be true at the same time.”
Dueling Narratives, ONE Economy

Biden Under the Banner of Exxon

Posted December 11, 2023

Venezuela Votes to Plunder Guyana's “Gold”
 Biden Under the Banner of Exxon

JPM’s Metals Manipulation

Posted December 08, 2023

“You Injected Fraud Into the Market”
JPM’s Metals Manipulation

Buy Bonds Before Fed Cuts

Posted December 06, 2023

Vindicated Bull: “Optimal Time”
Buy Bonds Before Fed Cuts

A Mass Carbon-Emissions Compromise

Posted December 04, 2023

Automakers Reverse Course on EVS
 A Mass Carbon-Emissions Compromise