Overview #47 – Are We There Yet?
A review of recent events/data impacting our investment themes and outlook. We look at recent market action and the changing leadership in the markets
282 Views
Silver Wins Gold Even as Volatility Spikes & Skews Plunge Raising Price Outlook Fears
Silver's 20% YTD surge faces a reality check as China's export shock spikes volatility. With skews plunging, market is bracing for a sharp...
266 Views
2026 Top 26 Maverick Predictions! The Inaugural Edition!
The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a...
215 Views
The Gold–Platinum Ratio at a Turning Point: Late-Cycle Signals and Precious Metals Risk Into 2026
Precious metals are signaling late-cycle exhaustion. Extreme RSI readings resemble prior peaks that led to sharp drawdown. Mean reversion in Gold...
1.4k Views
Overview #43 – The Gift that Keeps on Giving
A review of recent events/data impacting our investment themes and outlook. Central Bank Pronouncements and the potential for US-China tension de...
486 Views