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Wild Day on Wall Street
Trade tensions, a U.S. shutdown, and political turmoil in Japan sparked a global sell-off on Wall Street.
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Why Bond Yields Are Rising Despite Fed Rate Cuts
Long-term yields are climbing even as the Fed cuts rates — a signal of inflation fears, fiscal strain, and market skepticism.
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What is the “Debasement Trade” and Is It Real?
The ‘debasement trade’ bets against fiat money—shifting to gold, real assets, and crypto to hedge inflation and currency erosion.
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If the Shoe Fits
Nike’s stock rallies on earnings, but slowing growth, rising costs, and fierce competition cloud its outlook.
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How Will a Government Shutdown Impact the Markets?
A government shutdown can rattle markets—driving volatility in stocks, bonds, and the dollar.
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An Arbitrage Opportunity in Commercial Real Estate?
Commercial real estate faces steep declines, but ELME’s liquidation plan may offer a rare short-term arbitrage opportunity.
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How Well Has The Fed Managed Its Dual Mandate?
A closer look at the Fed’s dual mandate—and the high costs of its wealth effect policies.
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What are the economic consequences of not including home prices in inflation measurements?
Why leaving home prices out of inflation misleads policy and families.
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Updated Net Asset Values (NAV)
The latest NAV update shows Class A Shares valued at $14.51, while Class B Shares are currently priced at $6.92. This reflects the most recent adjustments in share value for investors tracking performance.
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