Election Year: The Circus is Here 🤡

Capital Notes Media Digest #1: A Compilation of Thought-Provoking Charts and Media Insights

The CBO Projects Government Spending Equal to 44% of Economy: Is this a path to economic inefficiency?

Watch the U.S. Dollar: Crowded positioning sets the stage for a potential countermove.

Why do I use technical analysis?: A quick, technical take on Apple's breakout.

Rate Cuts Increasingly Unlikely : Supercore inflation accelerates higher.

Is Santa Exhausted? The Probability is Growing: Studying investor psychology is important for long- and short-term investors.

A finance family Christmas!: No set is complete without Lay, Skilling, AND Fastow.

Is Santa on his way? 🎅 : Macro & Markets Chart Pack: December 1, 2023

Podcast: Finish Big Ep. 24: How rising interest rates impact business valuations.

The Trend Remains Up.: Macro risks only matter when markets decide to price it in.

Quick Message:: People often assume that when I point out major risk I am seeing in markets that it must mean I'm super bearish and therefore not exposed to mar…

The Great Debate: Economic Cycle Update: Where are we in the cycle?

The Final Bear Capitulates?: Volatility returns, right on cue.

Optimism is High: Expectations are nearing extremes.

Feelings of Deja Vu: Shades of 2007 as lag effect amnesia grabs hold.

Bitcoin's Bullish Rebound : Can Bitcoin hit $40,000 in 2023?

Chart of the Day: June 16, 2023: U of Michigan Inflation Expectations Surprise to the Downside.

Chart of the Day: May 25, 2023: Divergence in Copper-to-Gold Ratio and 10-Year Treasury Yields

Chart of the Day: May 24, 2023: Are Extreme Sentiments Signaling a Bullish Turn?

Chart of the Day: May 22, 2023: Predicting a Negative CPI Inflation Rate?

Treasury 1 Day from Red Line: Quick debt ceiling update: The Treasury is only about 1 day of spending away from Yellen’s red line in the sand of a $50 billion cash balance. T…

Ancient Wisdom for Modern Markets: Applying Sun Tzu's Strategies to Investing: A Journey through 'The Art of War' and Its Timeless Lessons for Portfolio Management

Update: The Debt Ceiling: It's here -- US Treasury cash may run out before June.

The Debt Ceiling: It's here -- US Treasury cash may run out before June.