Two key macro reports today -- PCE inflation and consumer survey -- should both give the Fed a green light to cut rates next week. We will also talk about how consumer stocks are faring recently.

Netflix has emerged the winner in the multi-month auction process for Warner Brothers Discovery. But the deal is a bit complex. And PSKY might not go quietly.

December 3, 2025 Summary Amazon is hosting its Amazon Web Services (AWS) conference this week. So there's lots of chatter about its AI offering relative to competitor AI cloud providers. We'll also talk briefly about monthly payrolls from ADP. In absence of the regular govn jobs figures (delayed by the shutdown), the ADP reports have taken on greater importance. Amazon AWS Amazon is hosting its AWS conference this week.  The company gave an update on the release of its own

With the ongoing buildup of warships outside Venezuela, combined with the increasing tough talk from the White House, let's talk about the real reason why America is interested in Venezuela.

OpenAI (maker of ChatGPT) declares a "Code Red" after competing AI models from Google and Anthropic appear to have caught up.

Covered call ETFs provide equity exposure but with reduced volatility and higher total income. We'll discuss how they compare to traditional stock or bond ETFs.

Japanese bond yields have been steadily rising all year. Given the popularity of the "carry trade", the moves in JPN yields and fx can carry over into the US markets.