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...
821 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...
432 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 &...
405 Views
The Commodity Report #57
The benchmark, CRB Commodity Index, ended the week 3,4% lower It was a tough week for investors who have long positions on commodities in place....
374 Views
Weekly Stock Bullfinder - Week of 6/27
The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and...
300 Views