Macro Observations

Macro Observations

A Full Blown Currency Crisis?

The Process May Have Already Started

Macro Observations

Over Concentration In Your Portfolio Tends To End Very Badly

You’re Probably Over Concentrated Right Now!

Macro Observations

The Bank of Japan Is Getting Ready To Move

What Happens Next May Not Be Pretty

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