Daily Market Report Page (07/09)
[Copper Breaks Records on Tariff
Shock]
Weekly Market Summary Page (07/07)
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(12/31/24)
Year End 2023 Summary Page
(12/31/23)
Year End 2022 Summary Page
(12/31/22)
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Year End 2020 Summary Page
(12/31/20)
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Crash of 2008 Weekly Summary Page
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Crash of 2020 Weekly Summary Page
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Previous Week's Commentaries: Monday;
Tuesday; Wednesday; Thursday; Friday
Current
Links of Interest
Sperandeo/Curmudgeon: The
TACO Theory, Fed’s Dilemma, Negative Equity Risk Premium, and BLS Chicanery
(07/07)
Curmudgeon: Euphoria or
Delusion? Markets Charge Ahead Through Red Flags (06/30)
Curmudgeon/Sperandeo: How
Might Iran Retaliate Against the U.S. and How Might Markets React? (06/23)
Curmudgeon/Sperandeo:
Analysis of the Israel-Iran War and Impact on the Markets (06/16)
Fiendbear/Gemini: The
Dollar’s Fading Hues: A Story in Shifting Confidence (06/12)
Curmudgeon/Sperandeo:
The Big Beautiful Bond Meltdown (06/09)
Fiendbear/ChatGPT: Silver's
Historic Surge: A Journey Through Time (06/06)
Curmudgeon/Sperandeo:
Japan’s Influence and Impact on Global Bond Markets (06/02)
Curmudgeon/Sperandeo: Bond
Vigilantes Return: 30-Year Hits 5% on Fiscal Panic (05/27)
Curmudgeon/Sperandeo:
What, Me Worry? – The Alfred E. Neuman Fiscal Strategy (05/19)
Curmudgeon: Yielding to
Reality: The Bond Market Rejects Tariff Optimism and Wall Street Euphoria
(05/13)
Sperandeo/Curmudgeon: U.S.
Stock Market Strong while Economy is Weakening (05/05)
Fiendbear/ChatGPT: The
Decline of Media: Echoes of the Late Republic (04/28)
Curmudgeon/Sperandeo: U.S. Dollar Crashes to
Three-Year Low Amid Tariff Uncertainty (04/21)
Curmudgeon: SF Bay Area
Billionaires (-1) Hit Hard by Market Turmoil (04/18)
Curmudgeon: U.S.
Stocks and the Dollar – United They Fall! (04/15)
Curmudgeon: Safe Havens No
More: U.S Bonds and the Dollar? (04/14)
Curmudgeon/Sperandeo: Was
“Liberation Day” a Death Sentence for the Markets? (04/07)
Curmudgeon/Sperandeo:
Charts show Stock Market Over-Valuation and Divergences (02/12)
Curmudgeon/Sperandeo:
U.S. Budget Deficits, Debt and the Return of Bond Vigilantes (01/27)
Curmudgeon: 2024 Update on
Credit Spreads and a Possible Top in Junk Bonds (01/17)
Sperandeo/Curmudgeon: 2024
Market Year in Review and Victor’s Tactical Outlook (01/13)
Curmudgeon/Sperandeo:
Huge Divergences between Fed Funds, U.S. Notes/Bonds and Stocks (12/27)
Christine
Benz/Dan Lefkovitz: How to Spot a Market Bubble (11/04)
Erin
Alberty: “Black Tuesday” Didn’t Sound So Dark at First (10/30)
Zhitong: US stocks too
strong? Wall Street warns: may face "lost decade" (10/21)
Murry
N. Rothbard: The Edict of Diocletian: A Case Study in Price Controls and
Inflation (10/14)
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