Macro Observations
Gold Miners: One Of The Market’s Best Pure Value Plays
But Is Now The Time To Buy In?
Macro Observations
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
Macro Observations
If History Is Any Guide, You’ll Want To Pay Attention To Utilities’ Hot Start To 2024
Are You Sure It's A New Bull Market?
Macro Observations
Why Following The Hype And The Headlines Is Incredibly Dangerous
In This (Or Any) Market
Macro Observations
The Drivers of Rising Consumer Credit Card Debt
The Story Is Never Simple
Macro Observations
What Could Tightening By The Bank of Japan Look Like?
How Might The Markets React?
Macro Observations
Those Market Forecasts You Keep Seeing? They’re Probably Garbage.
Atrocious.
Macro Observations
The Housing Market Bust?
It’s Already Underway