The easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an accelerating rate.
The real question is whether the market continues to dance to the rhythm of “bad news is good news”—or whether, as Friday hinted, that tune has finally gone flat.
What does the future hold for Johnson & Johnson? In this episode, we break down the company's strengths, challenges, and what investors can expect moving forward.
Every single interest rate chart I am looking at seems to be saying the same thing: lower rates, dead ahead, and for years to come. People will think this is great news, but it simply isn’t.
Outlook for the DJIA at 45,622 remains negative. Earnings of corporations and individuals should shrink as Tariffs push inflation higher. This should drive the 30-year T-bond yield above 5%, cutting the DJIA Value below its current level of 35,038.
MARA Holdings has pushed its Bitcoin treasury to new heights, reaching 52,477 BTC, which is valued at $5.9 billion. This solidifies the company’s position as the second-largest public Bitcoin holder, trailing only Michael Saylor’s MicroStrategy.
The SPX uptrend continues, although August saw more of a choppy, mostly sideways advance. What is important to note, though, is that the trend remains upward and with very few new 52-week lows on the NYSE.
The crude pricing environment is likely to remain favorable for upstream operations, which in turn could lead to stable transportation and storage demand. Given this favorable backdrop, here are some stocks in the space with strong potential.
Every summer, I take a break from the market. But before heading to the beach, I always review how the year is shaping up. 2025 is a perfect reminder of how investing often feels contradictory: everything and nothing is happening at the same time.
