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The Chart That Should Worry The Fed

The Chart That Should Worry The Fed

By Michael Lebowitz and Lance Roberts | Jan 29, 2025 | Daily Market Commentary
Personal consumption represents over two-thirds of economic activity. Therefore, consumers’ ability to spend, i.e., income, is vital to the economy. Taking it one more step, confide...
Emerging Junk in Demand – RIA

Emerging Junk in Demand – RIA

By Michael Lebowitz and Lance Roberts | Jan 28, 2025 | Daily Market Commentary
Bloomberg wrote a fascinating article showing that the speculative environment gripping crypto markets and some stocks has spread to the junkiest of junk bonds. Their article,
Strategic Crypto Stockpile And Political Uncertainty

Strategic Crypto Stockpile And Political Uncertainty

By Michael Lebowitz and Lance Roberts | Jan 27, 2025 | Daily Market Commentary
Bitcoin and other cryptocurrencies are hitting record highs partly due to Donald Trump’s pro-crypto policies. One such anticipated policy proposal was the establishment of a strateg...
New Tenant Rent Prices Plummet

New Tenant Rent Prices Plummet

By Michael Lebowitz and Lance Roberts | Jan 24, 2025 | Daily Market Commentary
The latest BLS and Cleveland Fed release of their quarterly new tenant rent index was lower by 2.43% year over year and over 5% from the prior quarter. The sharp rate of decline was s...
The Tariff Rollercoaster – RIA

The Tariff Rollercoaster – RIA

By Michael Lebowitz and Lance Roberts | Jan 23, 2025 | Daily Market Commentary
With Donald Trump now officially President, we will learn which campaign promises were rhetoric and negotiating tactics and which he plans to enact. For many economists and nations, t...
Meme Coins Transfer Wealth Not Create It

Meme Coins Transfer Wealth Not Create It

By Michael Lebowitz and Lance Roberts | Jan 22, 2025 | Daily Market Commentary
A reader of Tuesday’s Daily Com...
Trump Meme Coin Creates Billions Out Of Thin Air

Trump Meme Coin Creates Billions Out Of Thin Air

By Michael Lebowitz and Lance Roberts | Jan 21, 2025 | Daily Market Commentary
With markets closed over the long holiday weekend and Donald Trump’s inauguration and related politics taking center stage, no one thought the financial markets would make the headl...
Was CPI Better Than Good

Was CPI Better Than Good

By Michael Lebowitz and Lance Roberts | Jan 20, 2025 | Daily Market Commentary
The latest CPI inflation news was OK. The 0.4% headline increase is higher than in prior months but aligns with expectations. Core CPI, excluding food and energy, is .1% lower than th...
Bond Vigilantes Are Building Tremendous Short Positions

Bond Vigilantes Are Building Tremendous Short Positions

By Michael Lebowitz and Lance Roberts | Jan 17, 2025 | Daily Market Commentary
Our Commentary from January 7, Outflows Of TLT Are...
The Trump Bump And Dump

The Trump Bump And Dump

By Michael Lebowitz and Lance Roberts | Jan 16, 2025 | Daily Market Commentary
On Monday, the S&P 500 officially made a round trip back to the same levels as election eve. The equity rally that kicked off when Donald Trump won the election has been erased. T...