This week, Julius breaks down the current sector rotation using his signature Relative Rotation Graphs, with XLK vaulting into the leading quadrant while utilities...
Chris Edwards The Organization for Economic Cooperation and Development (OECD) released a report comparing policies in its 38 member countries. The OECD is a...
Colleen Hroncich When parents in her Georgia community saw Christina Jones’s homeschooled children thriving, they were intrigued. They started asking her questions and wondering...
Chris Edwards The Republican reconciliation bill, the One Big Beautiful Bill Act, includes large cuts to taxes and small cuts to welfare programs. Getting...
Romina Boccia and Dominik Lett Congress’s ability to respond to genuine national emergencies is essential. But without budgetary guardrails, emergency designations have become a...
Micron Technology, Inc. (MU) appears poised for an explosive breakout, both technically and fundamentally. While it remains to be seen whether this materializes by...
Jennifer Huddleston In the first half of 2025, over 1,000 bills related to artificial intelligence (AI) have been introduced at the state level. This...
Adam N. Michel The House-passed reconciliation bill includes a new tax measure designed to retaliate against foreign taxes that discriminate against American businesses. This...
Jennifer J. Schulp On June 10, the House Financial Services Committee and the House Committee on Agriculture will hold markups on the “Digital Asset...
Chris Edwards A Washington Post investigative piece confirms what we’ve been saying for years at Cato about federal housing subsidies. The $14 billion a...
Sector Rotation: A Week of Stability Amidst Market Dynamics Last week presented an intriguing scenario in our sector rotation portfolio. For the first time...