Macro Observations
The Bank of Japan Is Getting Ready To Move
What Happens Next May Not Be Pretty
Macro Observations
Macro Observations
Gold, Utilities & Treasuries Are Experiencing Sharp & Sudden Rallies At The Same Time
What Does It Mean For Forward Returns?
Macro Observations
If The U.S. Economy Is So Strong, Why Are Small-Caps Performing So Miserably?
The Key.
Macro Observations
Inflation Hedges: When Have Equities Worked
But Commodities Didn’t?
Macro Observations
Gold Miners: One Of The Market’s Best Pure Value Plays
But Is Now The Time To Buy In?
Macro Observations
One Of The Most Distorted Stock Markets In History
Why We Still Can’t Disregard A Potential Credit Event
Macro Observations
Can The Red Sea Conflict Trigger A 2nd Round Of High Inflation AND A Credit Event?
Spoiler Alert: Few.
Macro Observations
The Signal For A Potential 2nd Round Of Inflation
It Could Come From Chinese Stocks
Macro Observations
Short Attention Spans Are Killing Investors
Wait What?
Macro Observations
The Biggest Winner In The Bitcoin ETF Race?
It’s Easily Investors
Macro Observations
If History Is Any Guide, You’ll Want To Pay Attention To Utilities’ Hot Start To 2024
Are You Sure It's A New Bull Market?
Macro Observations
Why Following The Hype And The Headlines Is Incredibly Dangerous
In This (Or Any) Market