Is This A New Commodity Super Cycle?
Consumers have $33 billion saved up and a stimulus is coming. This will create a boom for the industries that were most hurt by the pandemic.
Read MoreFeb 11, 2021
Consumers have $33 billion saved up and a stimulus is coming. This will create a boom for the industries that were most hurt by the pandemic.
Read MoreFeb 10, 2021
An unprecedented number of Americans invested in meme stocks. Some say this is a “new normal.” We think this is a temporary mania.
Read MoreFeb 9, 2021
We have zero percent rates, QE, a giant fiscal stimulus, and an economic reopening. This is the perfect scenario for inflation to rise.
Read MoreFeb 8, 2021
The labor report was weak on an absolute basis. The worst part of the report was the increase in permanent layoffs.
Read MoreFeb 5, 2021
The U.S. stock market is way more concentrated than at any point in the past 41 years, but the economy probably isn’t as concentrated as it was during the early 1900s.
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