
The Party Is Back On
A few months back, before the April tariff crash (did people actually think 2025 Trump
A few months back, before the April tariff crash (did people actually think 2025 Trump was going to be different than 2021 Trump?), I wrote a number of articles of how the US markets are trading in a choppy fashion, full of air pockets, climactic pump and dump, and blue-chip
For the last 15 months, gold has been on a tear, with spot prices running up just north of 60% against the dollar since March 2024 and after moving out of a decade-long digestion starting way back in 2011. As in May and November 2024, the run is currently taking
The S&P 500 has rallied 14.5% for twenty trading sessions, embedded within it one of the longest consecutive-day up-streaks since 2004. This advance, where popular indices have now fully retraced the losses triggered by the April 3rd selloff and marched beyond and the NASDAQ Composite rebounded off the 2021-top level,
If the bond market had a social life, it would be canceling brunch and texting, "We need to talk." Once the boring uncle of financial markets, bonds are now hosting more drama than some 'celebrities-on-a-yacht' TV series. With junk bonds popping and Treasuries tanking, it's should be enough for you
A few months back, before the April tariff crash (did people actually think 2025 Trump
For the last 15 months, gold has been on a tear, with spot prices running
The S&P 500 has rallied 14.5% for twenty trading sessions, embedded within it one of
If the bond market had a social life, it would be canceling brunch and texting,
It should come as no surprise to anyone that with a war on European soil,
It might be too early to draw any valid conclusions, yet it sure appears that
Ah, Sweden. Beautiful country, beautiful people. Few people know that the flagship brand “Absolut Vodka”
As discussed on numerous occasions before, the 2023/24 rally has been largely predicated on a
As discussed previously, the 2023/24 market advance which was mostly predicated on extreme concentration and
Though we’ve seen a certain degree of broadening out in the market rally since the