Analysis & Opinion

Pump Fun: Record Transaction Volume Signals Growing Interest in Meme Coins

Pump Fun: Record Transaction Volume Signals Growing Interest in Meme Coins

Meme coins are showing incredible growth at the beginning of 2025, and a clear confirmation of this was the record…
Bitcoin Rises Above 105K After Fed Meet and Ahead of US Data, Can It Retest ATHs?

Bitcoin Rises Above 105K After Fed Meet and Ahead of US Data, Can It Retest ATHs?

Bitcoin extends its recovery above 105k. The Federal Reserve leaves rates unchanged & is in no rush to cut. US…
These Altcoins Are Teetering on the Edge of a Bearish Breakdown

These Altcoins Are Teetering on the Edge of a Bearish Breakdown

The cryptocurrency market faces mounting pressure, with altcoins at pivotal levels following a week of volatility. Ethereum finds crucial support…
30-Year Treasury Bond Yields Targeting 6.5% or Higher?

30-Year Treasury Bond Yields Targeting 6.5% or Higher?

In just 4 years, the trend (and investment theme) of low interest rates has been turned on its head. During…
US 5-Year Treasury Yields Offer a Rare Premium With Inflation Risks Back in Focus

US 5-Year Treasury Yields Offer a Rare Premium With Inflation Risks Back in Focus

Inflation risk is topical again, as I’ve been discussing this week. As a result, the bond market is demanding a…
10-Year Yields Could Stay Elevated as Sticky Inflation Meets Fed Easing in 2025

10-Year Yields Could Stay Elevated as Sticky Inflation Meets Fed Easing in 2025

The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…
Are Treasury Yields Flashing a Warning Sign for Inflation?

Are Treasury Yields Flashing a Warning Sign for Inflation?

The risk of reflation has been bubbling for several months and yesterday’s economic news on prices in the services sector…
Why Are Bond Yields Rising?

Why Are Bond Yields Rising?

The question asked of us most often recently: “Why are bond yields rising?” After verbally answering it plenty of times,…
Gold-Stock Valuation Disconnect Spells Opportunity for Miners

Gold-Stock Valuation Disconnect Spells Opportunity for Miners

The gold miners’ stock prices have largely decoupled from their metal, which overwhelmingly drives their profits.  This fundamental disconnect has…
Natural Gas Under Pressure: Could Feb Mirror Jan’s Last Week’s Bearish Trend?

Natural Gas Under Pressure: Could Feb Mirror Jan’s Last Week’s Bearish Trend?

On analysis of the movements of the natural gas futures in the daily chart, I anticipate that the natural gas…
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