Summary: The SP500 has snapped back to reality and reverted to valuations that fall more in line with what short-term […] To access this content please upgrade to another membership
Summary China’s industrial production growth has fallen behind than in the U.S. lately, something we’ve not really seen in the […] To access this content please upgrade to another membership
Here are a few thought-provoking charts that will hopefully deepen your understanding of the current market dynamics: Today, manufacturing durable […] To access this content please upgrade to another membership
Here is today’s premium video covering: Oil’s short-term technical picture and key levels to watch 6-12 month macro factors playing […] To access this content please upgrade to another membership
Summary The supply shock that overran the commodity market post-Covid is fading, supplanted by concerns around demand. We believe oil […] To access this content please upgrade to another membership
Here is today’s premium video: Recent key inter-market dynamics Further evidence that weakening inflationary pressures will likely persist. Key levels […] To access this content please upgrade to another membership
Summary The dollar has been on a secular rise since the days of the European debt crisis. The appreciation has […] To access this content please upgrade to another membership
Today’s CPI releases all came in lower than expected which is so far helping push the stock market higher. The […] To access this content please upgrade to another membership
S&P 500 (SPY): 6-12 months: BUY Disinflation led by falling oil prices is beginning to unfold, which will continue to […] To access this content please upgrade to another membership
