Challenging Times for Bonds and Breadth
It is rare that the market breadth can be as thin as it is today outside of a bear market.
Latest
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Commodities
Flash note; Commodity prices are coming under pressure once again. I can continue to make a bullish medium-term case
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Trouble in China and the Case For Technology
Trades in Soda & Whisky Last October, I felt markets had fallen enough, and a rally was due. This proved
Clever & Lazy People Win
There was a downbeat tone from ByteTree this week but more a reflection of market liquidity than an economic slump.
Prepare for the Dollar Rally
Atlas Pulse Gold Report; Issue 82 Compared to everything else, gold is in good shape, but it is competing with
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Reducing Risk
Flash Note I recently made the case to add to commodities. The logic was that the Chinese recovery would be