The masses have finally stopped paying attention to what the Fed says. This has powerful implications for markets. We are incorporating this dynamic shift of investor perceptions into our models for each of our open positions…
If you are already a subscriber, click the login button below to get access. Not yet a subscriber? Checkout our publication below and get access today!
U.S. stocks continue drifting higher despite some of the highest valuations in history. Conditions are ripe for a stock market reversal of several years’ worth of bull market gains in a bear market. Read on for our latest guidance…
This week, the Fed meeting was a potential negative catalyst for the stock market. As soon as it passed, stocks rose sharply and are retesting recent highs. But outside of the stock market, gold and U.S. Treasury bonds are sending more cautionary signals. Read on for our latest guidance…
Jim was in Washington this week to attend meetings on terrorist finance and to monitor the IMF Spring Meeting. The news on the terror front was mixed, while news on the IMF front was uniformly bad. For now, here’s a portfolio update…
Threats to the placid stock market indices are numerous and revolve around the threat of conflict between the U.S. and North Korea. Markets would not relish a renewed escalation of threats. Read on for our latest guidance…
Congratulations on being among the few who saw last night’s earthquake in sterling, gold and stocks coming in advance! We all dodged a bullet last night, but it won’t be the last…
