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AI Credit Card Agents: The Next Wave Of Consumerism

AI Credit Card Agents: The Next Wave Of Consumerism

By Michael Lebowitz and Lance Roberts | Jun 2, 2026 | Daily Market Commentary
Robinhood, the financial brokerage company, just introduced an AI credit card agent. The AI credit card agent can scan for the best prices, monitor availability, and make purchases au...
Low Savings Boosts Spending Today But At A Cost Tomorrow

Low Savings Boosts Spending Today But At A Cost Tomorrow

By Michael Lebowitz and Lance Roberts | Jun 1, 2026 | Daily Market Commentary
One of the most underappreciated risks to the economic outlook is the historically low personal savings rate and its impact on personal consumption. At roughly 2.6%, the current savin...
Crudes Biggest Moving Average Gap Since 1984

Crudes Biggest Moving Average Gap Since 1984

By Michael Lebowitz and Lance Roberts | May 29, 2026 | Daily Market Commentary
We thought we were done with our recent stream on crude oil prices, consumer confidence, and their impact on bond yields, but the graph below and analysis from a client of ours is a g...
Consumer Confidence Is Falling: Will Bond Yields Follow?

Consumer Confidence Is Falling: Will Bond Yields Follow?

By Michael Lebowitz and Lance Roberts | May 28, 2026 | Daily Market Commentary
Yesterday’s
Inflation Expectations And Real Yields Tell Different Stories

Inflation Expectations And Real Yields Tell Different Stories

By Michael Lebowitz and Lance Roberts | May 27, 2026 | Daily Market Commentary
Since the Iranian conflict began, bond yields have risen sharply due to investor expectations of a spike in inflation. Recent inflation data shows those rising inflation expectations...
Fed In Flux: Are They Turning Hawkish Or Neutral?

Fed In Flux: Are They Turning Hawkish Or Neutral?

By Michael Lebowitz and Lance Roberts | May 26, 2026 | Daily Market Commentary
Last week’s release of the April FOMC minutes shows a growing push among the FOMC members to drop any indication of an easing bias. This has led the media to assume the Fed is more...
SpaceX Is Ready For Launch

SpaceX Is Ready For Launch

By Michael Lebowitz and Lance Roberts | May 22, 2026 | Daily Market Commentary
SpaceX filed its securities registration with the SEC and is now set to conduct its IPO on or around June 12th. Below is a summary of key information from the
Its Not Just Nvidia: Three Chips Power The Boom

Its Not Just Nvidia: Three Chips Power The Boom

By Michael Lebowitz and Lance Roberts | May 21, 2026 | Daily Market Commentary
When investors discuss the semiconductor chips driving AI infrastructure, they almost always key on Nvidia GPU chips. That’s not surprising, given the surge in Nvidia GPU revenue as...
Pipelines Are Defusing Iran’s Negotiating Leverage

Pipelines Are Defusing Iran’s Negotiating Leverage

By Michael Lebowitz and Lance Roberts | May 20, 2026 | Daily Market Commentary
Some political pundits think that Iran holds important negotiating cards versus the US if it can control traffic through the Strait of Hormuz. While that may hold some truth today and...
The NVDA Earnings Report: Could It Pop The Gamma Bubble?

The NVDA Earnings Report: Could It Pop The Gamma Bubble?

By Michael Lebowitz and Lance Roberts | May 19, 2026 | Daily Market Commentary
As we wrote in Yesterdayâ...