When Real Rates Have Been This High, the Winner Is Gold
The risk facing gold is marginal compared to the risk facing US equities, and it is hard to see a scenario where gold doesn’t...
625 Views
Charts to Watch #7
The last high is perfectly aligned with a down-sloping trendline. On the other side there is an interesting support close to 3,800. Is the index...
213 Views
On The Art Of Macro Portfolio Construction
Global macro and markets are a gigantic puzzle that will always fascinate investors and lure most to believe that in the end we can put all the...
287 Views
Weekly Stock Bullfinder - Week of 7/18
Earnings season will pick up this upcoming week with key reports expected from notable names like Bank of America, Tesla, Netflix, Johnson &...
251 Views
Is Bear Market over? Probably not
The first half of June has been very tough. When markets understood that a 75 bps rate hikes was coming, they quickly reacted and the result has...
344 Views