Credit risk (i.e., risk of borrowers not repaying debt) is rising from one its lowest levels in 100+ years. […] To access this content please upgrade to another membership
The last time we saw the yield curve steepen like today was in January 2007. Historically, this happens around 5 […] To access this content please upgrade to another membership
Here is today’s premium video covering: Some of the key considerations for pushing out the timeline of the upcoming recession […] To access this content please upgrade to another membership
Summary We believe real yields are headed lower. Their recent rise is hurting both manufacturing and services, increasing the odds […] To access this content please upgrade to another membership
Summary Sharply higher Treasury yields and a stronger US Dollar have caused precious metals to endure a steep correction over […] To access this content please upgrade to another membership
Here is today’s premium video covering: Technicals on Chinese stocks following our addition to the model portfolio Technicals on Brazilian […] To access this content please upgrade to another membership
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
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
Here is today’s premium video covering: What to make of the most recent bullish price action on the SP500, does […] To access this content please upgrade to another membership
Here is today’s premium video covering: Review of some of the key levels and structures on the SP500 Short-squeeze blow […] To access this content please upgrade to another membership
