I continue to believe that corporate concentration is the biggest problem the US economy faces, and that US anti-trust efforts are the most important thing the government is doing. The Justice Department has won its case against Google Search. Big Tech is on notice.

Perhaps it's time for a little more kindness.

What other sectors of American industry do YOU think suffer from the ills of monopolistic/duopolistic corporate concentration? 🤔

Join Dave Lauer today with Michael A. Gayed, CFA to discuss the current currency crisis in Japan. Going live on X and our YouTube at 3:30 pm est! See you there! youtube.com/live/lWE0Ztx-M…

We're going live at 3:30pm ET to discuss the crazy market moves this week and what the future might hold, with Michael A. Gayed, CFA. youtube.com/live/lWE0Ztx-M…

Yen Carry Trade - Japan's Current Currency Crisis with Michael A. Gayed x.com/i/broadcasts/1…

Yen Carry Trade - Japan's Current Currency Crisis with Michael A. Gayed x.com/i/broadcasts/1…

The US Treasuries market is showing signs of stress, as liquidity worsens. This chart rose to 5.41 average yield error yesterday. Treasury has attempted to combat this with a buyback program, but so far it doesn't look like it's doing much.

🤨 💥 👉 urvin.finance

What do you think about Jamie Dimon's view of the economy?

It's from a couple of weeks ago but this is a great review of the CHIPS Act from Oren Cass's group. It's really an incredible success story of the rebirth of American manufacturing. We need more of this! americancompass.org/chipping-away/

This chart doesn't show what Bloomberg claims it does. When a stock's price splits, trade sizes naturally go up for the same notional amount. This chart just shows that the price split between the two runups, not that the composition of the runs was different.

Please block and report the imposter @diauers

The SEC has finally calendared the Reg NMS rule changes - the final rule will be proposed and voted on next Wednesday Sep 18th at 10am. Let's hope they took into account our WeTheInvestors comment letters.