3+ day, 21+ hour ago   (893+ words) He tracked CPI the same way the government did until 1980, when—according to a BLS memoir he cites—officials sought ways to reduce the headline CPI to limit cost-of-living-driven deficit spending. Since 1980, roughly 20 redefinitions have been made to the CPI,…...

2+ week, 2+ day ago   (413+ words) Another catalyst I’m watching closely is the Treasury General Account at the Fed—the checking account for the U.S. Treasury, which sits at almost a trillion dollars of cash. That’s a lot of potential cash on the sidelines that…...

3+ week, 3+ day ago   (1301+ words) "The great merit of gold is precisely that it is scarce; that its quantity is limited by nature; that it is costly to discover, to mine, and to process; and that it cannot be created by political fiat or caprice....

4+ week, 2+ day ago   (887+ words) Until the range of potential outcomes narrows, we believe maintaining liquidity and preserving investment flexibility provide a better risk-reward tradeoff than fully deploying capital into markets that have already priced in a considerable amount of favorable news. See related podcast…...

4+ week, 2+ day ago   (258+ words) Investment Implication: While evidence of the AI buildout is showing revenue results for the Mag-7, investors continue to punish any news of increased capital spending. Investment Implication: Persistently elevated oil prices would likely widen the earnings gap between companies capable…...

1+ mon, 2+ week ago   (326+ words) Apple supplied one of the week’s clearest examples of continued AI and semiconductor capital spending. The company agreed to spend more than $30 billion on Broadcom chips under an expanded supply arrangement extending through 2031. The agreement is expected to support production…...

1+ mon, 2+ week ago   (474+ words) Cris Sheridan: Well, joining us today is Tian Yang. He's the CIO at Variant Perception. Variant Perception leverages a vast array of proprietary leading indicators, seeking to identify cyclical turning points and structural shifts before they're reflected in consensus market…...

1+ mon, 3+ week ago   (1103+ words) Oil prices stayed low despite the war because of three offsetting factors: a bit more oil sneaking through the Strait of Hormuz (via pipelines to the Red Sea and Fujairah), China cutting imports by ~6 million barrels, and global inventory drawdowns…...

2+ mon, 1+ week ago   (711+ words) Jim Puplava: Yeah, I'm looking at some of the indexes. The mid cap stocks are doing well, breaking out. The Value Line index is breaking out. So what is this telling you when you're seeing this? Jim Puplava: Here it…...

2+ mon, 3+ week ago   (1573+ words) Today, however, the investment environment may be changing in ways many retirees are not fully prepared for. The greatest mistake many retired investors could make over the coming decade may not be taking too much risk. It may be becoming…...