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Daily Market Report Page (10/26)
[The Market Is Running for Cover]
Weekly Market Summary Page (10/26)
Year End 2025 Summary Page
(12/31/25)
Year End 2024 Summary Page
(12/31/24)
Year End 2023 Summary Page
(12/31/23)
Year End 2022 Summary Page
(12/31/22)
Year End 2021 Summary Page
(12/31/21)
Year End 2020 Summary Page
(12/31/20)
Year End 2019 Summary Page
(12/31/19)
Year End 2018 Summary Page
(12/31/18)
Year End 2010 Summary Page
(12/31/10)
Year End 2009 Summary Page
(12/31/09)
Year End 2008 Summary Page
(12/31/08)
Crash of 2008 Weekly Summary Page
(10/13/08)
Crash of 2020 Weekly Summary Page
(03/13/20)
Crash of 2020 Weekly Summary Page
(03/20/20)
Click here for latest quotes for the week
Previous Week's Commentaries: Monday;
Tuesday; Wednesday; Thursday; Friday
Current
Links of Interest
Sperandeo/Curmudgeon: Gold
Under Pressure, Surging Energy Prices, and Equity Market Complacency (10/26)
Sperandeo/Curmudgeon: U.S.
Equity Market Outlook: A Developing Bear Market (10/19)
Curmudgeon/Sperandeo: A
Bifurcated U.S. Economy, Equites vs. Bonds & the AI Trade of Value by
Deception (10/12)
Sperandeo/Curmudgeon:
Neglected Risks for U.S. Equities: AI Concentration, Deteriorating Breadth
& Weak Foreign Markets (10/12)
Sperandeo/Curmudgeon:
Robust Big Tech Stocks Masking Substantial Market Risks (10/05)
Sperandeo/Curmudgeon: A
Fresh Perspective on the Great Bond Bear Market (10/05)
Curmudgeon: Treasury
Selloff Deepens (Despite Benign PCE Print) as Term Premium and AI Debt Supply
Dominate (10/01)
Sperandeo/Curmudgeon:
U.S.-Iran War Escalation, Midterm Elections, Bond-Market Wipeout and U.S.
Inequality (09/28)
Curmudgeon/Sperandeo: Debt
Markets Continue to Decline After the Fed’s Policy Blunders (09/21)
Curmudgeon: Severe Bear Market in U.S. Treasury Notes and
Bonds Persists (09/14)
Sperandeo/Curmudgeon: Oil
Shock 2026 -2027: A Financial Reckoning Dead Ahead (09/07)
Curmudgeon/Sperandeo: U.S.
Bond Yields Scream Risk; Equities Yawn; Warsh Talks Tough at Jackson Hole
(08/30)
Sperandeo/Curmudgeon:
Analysis of U.S. Treasury Bond Buybacks & All Assets Market Forecasts
(08/24) [corrected]
Sperandeo/Curmudgeon: U.S.
Enters a New Era of State-Directed Capitalism and Hamiltonian Economics (08/17)
Sperandeo/Curmudgeon: Misleading
BLS Jobs Report, Labor, Fiscal, and Market Outlook (08/10)
Sperandeo/Curmudgeon: Why
the U.S. Economy is Much Weaker Than You Think (08/03)
Curmudgeon/Sperandeo:
Economic Dangers of the 10-Year U.S. Treasury Yield at 18 Month High! (07/27)
Sperandeo/Curmudgeon: It’s
the Fed, Not Inflation, Driving 10-Year U.S. Yields Higher (07/27)
Curmudgeon: Caveat Emptor: Huge Debt
and Circular Financing Deals Dominate AI Build-Outs (07/23)
Curmudgeon/Sperandeo:
Strait of Hormuz Risk Premium: Uncertainty as an Asset Class (07/20)
Curmudgeon/Sperandeo: Geopolitical
Risk Repriced: Oil, Bonds, and U.S. Dollar React to Hormuz Disruptions as
Iran-U.S. “Deal” Disintegrates (07/13)
Sperandeo/Curmudgeon:
Bitcoin as a Catalyst: Liquidity, Leverage, and the Risk of Market Contagion
(06/29)
Curmudgeon: Chart-o-Rama
Depicts Severe Systemic Risk for U.S. Equities (06/23)
Sperandeo/Curmudgeon:
"F" Grade for Fed Chairman Warsh at June FOMC Meeting (06/22)
Curmudgeon/Sperandeo:
Stock vs Bond Conundrum Amidst Sky High Buffet Indicator (06/15)
Sperandeo/Curmudgeon:
Analysis of the Iran Deal/MOU; Watching for a Change at the Fed (06/15)
Sperandeo/Curmudgeon: Friday’s
Market Selloff: Broad-Based, Data-Driven, and Policy-Sensitive (06/08)
Curmudgeon/Sperandeo: The
Great Disconnect Widens Amidst Hawkish Fed Talk (06/01)
Curmudgeon/Sperandeo:Rising
Yields Pose Unappreciated, Serious Risks for U.S. Equities (05/25)
Sperandeo/Curmudgeon: Middle
East Wars, Oil Spikes and Inflation - Then and Now! (05/18)
Curmudgeon/Sperandeo:Hot
PPI and CPI Reports May Result in a Fed Rate Increase this Fall (05/14)
Sperandeo/Curmudgeon:
Front Running, High Frequency Trading, Buy Programs and Market Manipulation
Using Futures--Then and Now! (05/11)
Sperandeo/Curmudgeon: Is the
Fed Really Independent? How Will It Respond to Oil and Mineral Price Shocks?
(05/04)
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