Summary: Since Bitcoin’s crash in June, its correlation with stocks has lessened. Moreover, Bitcoin proved to be resilient to a […] To access this content please upgrade to another membership
Summary: The nascent rally on the SP500 began before a reversal in the 10-year yield. For the rally to be […] To access this content please upgrade to another membership
Here is today’s premium video covering: SP500 technicals SP500 internal developments Bond yields – stock market relationship Technology sector update […] To access this content please upgrade to another membership
Here’s the video version the article: Summary Europe is reflecting a lot of bad news, with the region’s stocks now […] To access this content please upgrade to another membership
Summary: Bearish sentiment amongst individual investors and active managers is reaching historic levels. Investors are preparing for a big decline […] To access this content please upgrade to another membership
Here’s the video version of the article: Summary We believe that S&P 500 earnings will grow faster than consensus estimates […] To access this content please upgrade to another membership
Since Sep. 20th, we’ve seen the S&P 500 down nearly 8%, the dollar up over 2%, and the VIX jumping. […] To access this content please upgrade to another membership
Today’s premium video focuses on the September CPI number, whether it invalidates the disinflationary story and the market’s price […] To access this content please upgrade to another membership
Here’s the video version of the article: Summary We’ve had a historic interest rate shock this year. Rising rates work […] To access this content please upgrade to another membership
Good News is Bad News Remains Today’s Market Environment. On Friday 30th of September, less than 3% of stocks within […] To access this content please upgrade to another membership
