The Great Taking

We’re not just entering a seasonally bullish period for stocks. But the year that is consistently the best stretch in any president’s term…

Unlike supply-and-demand issues, debasement of fiat money — worldwide, mind you — will drive prices across the entire commodity space.

Same-store spending has picked up all through the hand-wringing over “affordability” leading into the midterms

After leading stocks for most of 2026, the sell-off in the semiconductor space has taken off. But there’s another key component to the story.