The K Shaped Economy In One Graph
Written by Michael Lebowitz and Lance Roberts | Nov 28, 2025 | Daily Market CommentaryTuesday’s weak Consumer Confidence report was a good reminder of why some economists are calling…
> Read MoreTuesday’s weak Consumer Confidence report was a good reminder of why some economists are calling…
> Read MoreMarkets have priced Nvidia as the clear winner in AI chip production. To some, its…
> Read MoreRay Dalio is considered by many investment professionals to be a market maven. This is…
> Read MoreGiven the two-month delay, Thursday’s BLS employment report on September labor market conditions was not…
> Read MoreAs we share below, the odds of a Fed Funds rate cut at the December…
> Read MoreFear is being spread on social media that some AI players are nearing default. The…
> Read MoreThere is a strong historical relationship between margin debt and the stock market. Given that…
> Read MoreWarren Buffett’s Berkshire Hathaway has long viewed Apple as its crown jewel. In early 2024,…
> Read MoreBitcoin is up 2% year to date, but the share price of the world’s largest…
> Read MoreNot that long ago, bond yields were rising as concerns over deficits, inflation, and a…
> Read MoreMeta and Google recently borrowed a combined $55 billion in the corporate bond market. As…
> Read MorePresident Trump proposed, with the full support of Federal Housing Director Bill Pulte, that homeowners…
> Read MoreBuckle Up! With the end of the government shutdown and the return to work of…
> Read MoreWith over 75% support, Tesla shareholders approved Elon Musk’s record-breaking, one trillion dollar executive compensation…
> Read MoreSarah Friar, OpenAI’s CFO, spoke at a Wall Street Journal technology conference to update the…
> Read MoreOn many recent occasions, we have noted that the market breadth is poor and appears…
> Read MoreThe Supreme Court (SCOTUS) will begin hearing arguments challenging President Trump’s use of tariffs. Given…
> Read MoreYesterday morning, OpenAI announced a massive $38 billion strategic partnership with Amazon Web Services (AWS)….
> Read MoreLast Wednesday, for the first time since November 2021, a Hindenburg Omen hit. This gauge…
> Read MorePlease be advised that we are making changes to the backend of the SimpleVisor website….
> Read MoreDow Theory is a market tool developed by Charles Dow in the very early 1900s….
> Read MoreTwo weeks ago, Jerome Powell stated, “We may be approaching the end of our balance…
> Read MoreThe phrase “debasing the currency” is all the rage in the media. Moreover, the debasement…
> Read MoreGold and bitcoin are touted as the “anti-dollar”, or in some people’s minds, possible replacements…
> Read MoreThe chart below, courtesy of Apollo’s Torsten Slok, shows that small-cap companies with negative earnings…
> Read MoreAs we approach today’s delayed CPI report, it’s helpful to look beyond government statistics to…
> Read MoreIn August 2025, Beyond Meat (BYND), a plant-based meat producer, took to social media to…
> Read MoreNot only is the market chasing the most speculative of assets, but it is employing…
> Read MoreBloomberg’s Joe Weisenthal wrote an interesting article (Maybe ‘Debasement’ Isn’t The Best Way To Put…
> Read MoreIn July of 2021, after the pandemic and the liquidity issues that arose in 2019,…
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