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Meta And Tesla Show Technicals Trump Narratives

Meta And Tesla Show Technicals Trump Narratives

By Michael Lebowitz and Lance Roberts | Apr 26, 2024 | Daily Market Commentary
Meta shares fell almost 20% following a better-than-expected earnings report. The day before, Tesla shares rose 15% despite missing earnings and sales estimates and reporting a massive dec...
Treasury Cash Soars Providing A Liquidity Reprieve

Treasury Cash Soars Providing A Liquidity Reprieve

By Michael Lebowitz and Lance Roberts | Apr 25, 2024 | Daily Market Commentary
The U.S. Treasury now has $930 billion in cash in its Treasury General Account (TGA) held at the Federal Reserve. The influx of cash into the Treasury account at the Fed is the result of A...
Bank Rule Changes To Help Fund The Deficit

Bank Rule Changes To Help Fund The Deficit

By Michael Lebowitz and Lance Roberts | Apr 24, 2024 | Daily Market Commentary
The Wall Street Journal posted an article on bank rule changes entitled
The Magnificent Seven Are Struggling- What Might It Mean?

The Magnificent Seven Are Struggling- What Might It Mean?

By Michael Lebowitz and Lance Roberts | Apr 23, 2024 | Daily Market Commentary
Over the last few weeks, the market tone has changed. The S&P 500 is no longer tracking a steadily rising trend line higher. Further, the most recent market outperformers are very diff...
Election Year Market Expectations – RIA

Election Year Market Expectations – RIA

By Michael Lebowitz and Lance Roberts | Apr 22, 2024 | Daily Market Commentary
Investors tend to prefer periods of stability. However, as we share below, politicians’ promises appear to offset the potential instability associated with changes in the White House and...
Inflation Is Heading Lower Despite The Reflation Narrative

Inflation Is Heading Lower Despite The Reflation Narrative

By Michael Lebowitz and Lance Roberts | Apr 19, 2024 | Daily Market Commentary
The narrative de jour scaring bond investors is reflation. The recent stickiness and even uptick in prices have investors worried that inflation is headed higher again. The concern is not...
Gold Miners And Gold Are Not The Same

Gold Miners And Gold Are Not The Same

By Michael Lebowitz and Lance Roberts | Apr 18, 2024 | Daily Market Commentary
Yesterday’s Commentary discussed the coming halving of Bitcoin an...
Bitcoin Is Halving On Saturday

Bitcoin Is Halving On Saturday

By Michael Lebowitz and Lance Roberts | Apr 17, 2024 | Daily Market Commentary
On Saturday, April 20, Bitcoin will be halving. Halving is an essential part of what makes Bitcoin unique. The halving process means that bitcoin miners will receive half as many bitcoins...
Tesla Cuts 15k Jobs As EVs Fall Out Of Favor

Tesla Cuts 15k Jobs As EVs Fall Out Of Favor

By Michael Lebowitz and Lance Roberts | Apr 16, 2024 | Daily Market Commentary
In our article Is Toyota The Next Tesla, we discuss recent trends in the...
Bank Earnings Paint A Mixed Economic Picture

Bank Earnings Paint A Mixed Economic Picture

By Michael Lebowitz and Lance Roberts | Apr 15, 2024 | Daily Market Commentary
From a macroeconomic perspective, Friday’s bank earnings reports provide two important pieces of information. As we detail below, their profit margins are shrinking, and their economic o...