Macro Observations
Housing & Commercial Real Estate Are Laying Out Some Stark Warnings
Forget About AI For A Moment
Michael A. Gayed, CFA
High Yield Spotlight
How Many Ways Can I Say No To This 16% Yielder?
Many.
Global View
Two Major Catalysts
Momentum Builds
Leaders-Laggards
Fundamentals Over Potential
Cyclicals Show Signs Of Life
Weekly Signals
Comfortably Numb
Whipsaws Continue (For Now)
Lead-Lag Live
Unearthing Profits: A Deep Dive into Metal and Mining Investments with Gwen Preston
Podcast of the Week
Newsletter
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Closing Thoughts for the Week
Expectations Are Getting Disconnected From Reality
Love Dancing Until The Music Stops
Macro Observations
Is The Fed Satisfied With Inflation At 4% Right Now?
Spoiler Alert: Nah
High Yield Spotlight
A Solid 10% Yielding Global High Yield Bond Fund
But Distribution Cut Risk Is High
Newsletter
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FinTwit In Trouble
Leaders-Laggards
Very Quietly, Treasury Bonds Are Picking Up Momentum
Mean Reversion Incoming?