Why Weaker Jobs Report Has Semis On The Rise
October 3, 2026
A weak jobs report triggered a semiconductor surge as interest rate fears cooled.
October 2026 Monthly
Global markets remain resilient as massive AI investment sustains U.S. growth despite renewed tightening from the Fed and ECB.
Soft Labor Data Meets Solid Earnings: The Bullish Setup For The Market
Soft labor data and robust earnings projections create a bullish market setup. S&P 500 earnings are forecast to jump 24.6%, led by Nvidia and Micron.
Can The Diesel And Jet Fuel Shortage Be Solved?
Global diesel and jet fuel shortages are intensifying as production shifts toward lighter crude oils.
At What Point Are Yields Crazy?
Bridging the gap to Social Security requires balancing high yields with capital preservation.
Weekly Market Pulse: Finally
The 10-year Treasury yield's surge above 5% ends the low-rate era, signaling a return to historical norms.
LATEST ARTICLES
If You're Worried About A Bear Market, Buy Bonds Now
October 3, 2026
As bear market risks rise, a strategic rotation from growth to value could spark significant fixed-income price appreciation.
Rates Surge Following Hot September Jobs Report
October 3, 2026
September’s household survey reveals a resilient labor market, with the 10-year yield jumping 11 basis points as real yields climb.
If You’re Waiting For The Silver Or Gold Crash, You Need To See This
October 3, 2026
Gold and silver show resilient strength, challenging the narrative of an impending market crash.
Why Madison Square Garden Sports Is Severely Undervalued
October 3, 2026
Madison Square Garden Sports trades at a significant discount relative to the soaring private market valuations of the Knicks and Rangers.
In This Article: MSGS
A Brittle House Of Cards
October 3, 2026
The AI boom faces warnings of a "brittle house of cards" as spending concentration mirrors the 1990s telecom bubble.
3 Ways Falling Yields Can Repair Market Breadth
October 3, 2026
Falling bond yields could catalyze a shift in market breadth, helping laggards catch up to mega-cap leaders.
October 2026 Monthly
October 3, 2026
Global markets remain resilient as massive AI investment sustains U.S. growth despite renewed tightening from the Fed and ECB.
Economic Desiderata
October 3, 2026
September’s soft payrolls reflect a shifting labor market where lower breakeven growth maintains low unemployment.
AI: Will The World Go Dead Or Markets Continue To Surge Ahead?
October 3, 2026
AI alarmists warn of existential risk, yet surging usage and massive CAPEX signal an unprecedented economic revolution.
This Week’s Market Wrap: Hiring Cools, AI Remains Hot, And Market Concentration Deepens
October 3, 2026
Micron thrives on strong demand while Nike lags, raising concerns about investor complacency and deepening market concentration.
Britain Is Not The Next France. For Now…
October 3, 2026
Britain's bond market avoids a French-style crisis through fiscal tightening and political stability.
Mentions: IEUR
EDITOR'S CHOICE
Global markets remain resilient as massive AI investment sustains U.S. growth despite renewed tightening from the Fed...
Soft labor data and robust earnings projections create a bullish market setup. S&P 500 earnings are forecast to jump...
Global diesel and jet fuel shortages are intensifying as production shifts toward lighter crude oils.
IN THE SPOTLIGHT
George Risk Industries is positioned for a potential 22.32% total return next year, supported by a strong 5.69%...
The DAX is testing deep support levels near 24,600 and 24,000 during a sharp corrective phase.
Global interest rates are surging as massive government deficits collide with a wave of AI-driven tech financing.
Mensch und Maschine Software faces a modest outlook as its 5.94% dividend yield is largely offset by declining share...
Micron earnings fueled a tech rally, though multi-decade high Treasury yields still weigh on valuations. A resilient...