RESEARCH & INSIGHTS

7 OctCOTW: Record Gold Prices

In 2025, a surge in demand from U.S. investors and sustained central bank purchases, driven by geopolitical and financial risk concerns, have propelled gold prices

3 OctSeptember 2025 Cartoon: Bubblicious

September 2025 Cartoon: Bubblicious

22 SepCOTW: Rate Cut

As widely expected, the Federal Reserve lowered interest rates by 0.25% last week, bringing rates to 4.00% - 4.25%. Economic projections show that the Fed

8 SepAugust 2025 Cartoon: A Curious Balance

August 2025 Cartoon: A Curious Balance

5 SepCOTW: Revisions On Revisions

June's data was significantly downgraded from an initial gain of 1470,000, to a gain of 14,000 jobs, and finally to a loss of 13,000. This

21 AugCOTW: 5 Myths About AI at the Firm Level

An MIT study found five myths about generative AI at the firm level.

5 AugJuly 2025 Cartoon: Summer Breeze

July 2025 Cartoon: Summer Breeze

29 JulCOTW: Mag 7 Earnings

The Magnificent Seven companies—Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla—continue to show strong earnings growth and remain a top contributor to the S&P 500’s

17 JulCOTW: Tariff Revenue

The Trump administration’s trade policy in 2025 has been defined by broad, aggressive tariffs and ongoing negotiations with key trading partners.

10 JulCOTW: Treasury Issuance

On June 30, Treasury Secretary Bessent remarked that it wouldn’t make sense to increase long-term debt issuance at current high yields. Instead, the government will

5 JulJune 2025 Cartoon: Fireworks

June 2025 Cartoon: Fireworks

18 JunCOTW: Stock Market Seasonals

The Presidential Election Cycle is a theory first published by Yale Hirsch in the Stock Trader’s Almanac which suggests that there is a correlation between

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