Growth leaders implode
Hello friends, This last week was dominated by the spring of the market finally uncoiling
May 1, 2023
Hi friends,Just a brief notice that after my first child being born, I took a 'leave of absence' on this blog for the first year of his life. Now that things are calming down, expect new content soon again!Yours truly, TGS
Trend-followers are enjoying the current rally in U.S. equity indices, with the S&P 500 and Nasdaq continuing to grind higher, painting a picture of resilience. But beneath the index-level strength, individual stock trading remains erratic. Traders are grappling with choppy setups, navigating between punishing whipsaws and euphoric surges. This is
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
Hi friends,Navigating global markets in the last few weeks has been an interesting affair, to say the least. After the April tariff crash, popular large-cap indices across the globe have recovered back to or near old price Highs made back Feb/March, staging a mind-bending power rally rivaling 2023 Nov/Dec and
Hello friends, This last week was dominated by the spring of the market finally uncoiling
The socialist Chilean government last week announced a nationalization of its lithium mines. Stock of affected miners
Hello friends, Economic and political news at the moment tend to read like a satirical
The European energy economy has been suffering hardship for over a year now, battling price
Hello friends, The market remains a chop fest in which proper risk management for individual
It truly is fascinating how central banks are allowed to remain the de-facto quasi-centralized institutions that wield
Hello friends, Although central banks have been raising rates since over a year in a
When the markets chop around wildly and foam at the mouth while you can’t do
As always, the current government’s knee-jerk reaction to the financial crisis, as any good Keynesian-infused
Hello friends, Last week can be largely summarized as a drift without conviction. Most days
