Monthly Archives: March 2024

We have incorporated several AI-focused ETFs into our equity table. Additionally, observe the trend in financial conditions as indicated by the Chicago Fed’s National Financial Conditions Index, detailed in the commodities table. The index’s current reading of -0.53 – measured … Continue reading →

The diverging relationship between economic performance and political success in the U.S. highlights a shift from the past, where a strong economy positively impacted incumbent approval ratings. President Biden’s approval ratings remain unaffected despite recent economic improvements, suggesting a decoupling … Continue reading →

A Bloomberg article from this morning offered an excellent array of charts detailing the shifts in interest payment flows amid rising rates. The historical anomaly was both surprising and contradicted our priors. 10 Key Points: Historical Anomaly: This is the … Continue reading →

We are putting ChatGPT to the test here, and we shall know the results by market close tomorrow. We prompted ChatGPT with the following: What is the most pervasive pattern to predict a less than -1.0 % Daily Change. ChatGPT … Continue reading →

COTD: Chart of the Day

Elizabeth Economy is good.  She is a distinguished figure in international affairs, specializing in Chinese policy. She holds a senior fellowship at the Hoover Institution, Stanford University, and has previously advised on China for the Department of Commerce. Economy’s expertise … Continue reading →

President Biden’s probability of being re-elected, as measured by the betting markets at PredictIt, has closed a 6-point gap between him and the former president.  As you can see from the chart,  Biden’s predicted probability of being re-elected took a … Continue reading →