Summary Higher 10-year real yields have pressured precious metals prices given their negative correlation with each other, but they are […] To access this content please upgrade to another membership
Summary The negative impulse on S&P 500 earnings due to housing weakness is waning, as the pace of rate hikes […] To access this content please upgrade to another membership
Summary Bitcoin’s surge since mid-June was triggered by BlackRock’s filing with the SEC for a spot Bitcoin ETF. Some investors […] To access this content please upgrade to another membership
Summary Industrials (XLI) recent run to new highs was halted by strong overhead resistance. The current bearish divergence setup looks […] To access this content please upgrade to another membership
Summary Investors have frontrunned a Fed pause this year, with the S&P 500’s forward-P/E rising by close to 14% in […] To access this content please upgrade to another membership
Summary China’s reopening trade has faltered this year as growth disappointed. We believe Chinese equities still have more upside and […] To access this content please upgrade to another membership
Summary The Fed is confident that a higher-for-longer regime won’t lead the economy into recession. We believe they’re underestimating the […] To access this content please upgrade to another membership
Here is today’s premium video. Since this video was filmed, we heard some interesting comments from Jerome Powell during the […] To access this content please upgrade to another membership
Summary The Russell 2000 has had three false breakouts in the past 1.5 years, with the most recent one appearing […] To access this content please upgrade to another membership
Summary Valuations of generative AI stocks have surged in recent months as high expectations are priced in. The Dot-Com experience […] To access this content please upgrade to another membership
