The speed of the recent surge in Treasury yields is rattling markets as investors confront the possibility of higher interest rates instead of the cuts once expected. @ScottTheCowGuy brought on @ByronAndersonII to see what’s going on.
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Human-carrying eVTOL aircraft are moving from futuristic concept to reality, raising new questions about personal flight, air taxis, safety, and the future of transportation. @ScottTheCowGuy breaks it down with @davidnelsoncfa
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The Southeast’s “Boom Belt” has emerged as a major center of U.S. economic growth, accounting for an outsized share of recent population gains, job creation, and economic activity. @jimiuorio and @ScottTheCowGuy take a closer look.
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Americans are increasingly worried AI will eliminate jobs, with some of the greatest concern coming from workers who already use the technology regularly. @rebeccawalser takes a closer look with @ScottTheCowGuy
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A potential diesel export ban could have unintended consequences because refineries produce gasoline, diesel, and jet fuel together from the same barrel of crude. @ABLafferJr breaks it down for @ScottTheCowGuy
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Strong economic data and rising Treasury yields are intensifying the tug-of-war between the bond market, the Fed, and investors over where interest rates go next. @AJInsight and @ScottTheCowGuy
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The Fed’s latest rate hike puts the focus on whether tighter monetary policy is the right response when persistent inflation is being driven in part by supply shocks. @scottthecowguy hears more from @RDSWealth
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High prices and elevated mortgage rates have left housing affordability in a deep freeze, but strong homeowner equity continues to distinguish this slowdown from a 2008-style collapse. @scottthecowguy explains it all to @Mitch_Roschelle
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A strengthening U.S. dollar can boost Americans’ buying power while creating new headwinds for multinational companies and international investments. @ScottTheCowGuy brings on @carleygarner to explain.
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The AI story is shifting from massive spending to measurable returns as investors increasingly focus on which companies can turn AI investment into earnings. @scottthecowguy breaks it down with @JasonKatzUBS
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Oil prices and interest rates remain key drivers of market volatility, with 5% Treasury yields creating competition for stocks as investors wait for conditions to stabilize. @ScottTheCowGuy brings on @tedthatcher_ to explain.
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More Americans are sacrificing retirement savings to cover everyday expenses, while some retirees are heading back to work and higher Treasury yields are creating new opportunities for retirement income. Craig Bolanos and @ScottTheCowGuy discuss.
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Despite the constant doom and gloom, opportunities may be building around an “epic rally,” crypto, AI and the massive demand for cybersecurity. @fitz_keith tells @ScottTheCowGuy what he’s watching.
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The humble pocketknife is more than a tool for many Americans... it’s a reminder of fathers, grandfathers, childhood, and a rite of passage passed between generations. Jeremy TK Farley lays it out for @ScottTheCowGuy
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Owner’s Equivalent Rent has an outsized influence on inflation data, raising questions about whether official measures accurately reflect the housing costs homeowners actually face. @PennValenteTeam explains to @ScottTheCowGuy
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The Protect College Sports Act raises major questions about the future of NIL, athlete compensation, transfers, eligibility, and rules governing college sports. @cboesib gives @ScottTheCowGuy his thoughts.
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