May 29, 2024
South Africa, Mexico, the United Kingdom and the European Parliament are all having elections over the next 6 weeks. Individually, each of them has consequences for the United States and their own regions. Combined, they could very easily have a massive global impact. Will the South Africans continue their drift into...
May 23, 2024
The world’s population is growing. Most of these people will be in third-world countries. They will aspire to have creature comforts Americans take for granted. Things like appliances and central air. In the United States, accelerated computing (AI), cloud and blockchain technologies and electric vehicles consume a...
May 16, 2024
The U.S. stock market has been surprisingly strong thus far in 2024. This, despite the fact that the Federal Reserve hasn’t cut the overnight rate, and doesn’t appear poised to do so anytime soon. So, what is driving the current optimism? How much higher can stock prices climb? What will it take for U.S. investors...
May 9, 2024
Washington continues to report rosy economic data, and the general public continues to not believe it. Why is the average American so down on the economy when the official data suggests they should be happy? Is it inflation? Is it societal divisiveness? What is the real story?
In this week’s Trading Perspectives,...