Leaders-Laggards
Consumers Are About To Tap Out
Tech Isn't Dead Yet, But It's Buckling
Michael A. Gayed, CFA
Weekly Signals
Putting The Bulls On Notice
A Significant Rotation Just Happened
Lead-Lag Live
The Possibility of a World Without Private Ownership: A Discussion with Carol Roth
Podcast of the Week
Closing Thoughts for the Week
The Past 3 Days May Have Changed Everything
This Can Not Be Ignored
Macro Observations
The Melt Up Has Happened. Now It’s Time For The Crash.
It Happened in 1987.
High Yield Spotlight
A Pretty Good Japan Fund
Fighting A Challenging Backdrop
Global View
The Sweet Spot
Until The Credit Event
Leaders-Laggards
Market Breadth Widens
But Extreme Risk-On Has Peaked
Weekly Signals
Can Overbought Stay Overbought?
Watch The Dollar
Closing Thoughts for the Week
Something Important Is Happening
How Do Melt-Ups End?
Macro Observations
Housing & Commercial Real Estate Are Laying Out Some Stark Warnings
Forget About AI For A Moment
High Yield Spotlight
How Many Ways Can I Say No To This 16% Yielder?
Many.