No. I am the one after all with all the red arrows on a chart I call the continuum, aren’t I? My view is that
When the Pigs fly tends to be when interest rate dynamics say they fly. Rising long-term interest rates, as long as they don’t materially hurt
Amigo #2 made a big pop today and as such continues to rise with #s 1 (Stocks vs. Gold) and 3 (the 10-2 yield curve).
As an example of how I am going about this bubble, my main risk management tool is to make sure I am routinely taking profits
I am already long two of its top 3 holdings (First Quantum & Teck) along with RIO. But the Global X Copper Miners ETF is
The title was taken by Gold-Eagle from the text of my normally titled Gold Prices This Week and Next Week’s Outlook spot over at GE.
All themes are making sense in this giddy manic market. The 3 Amigos continue to ride and that means it is all risk ‘on’ and
The president did his latest stock market pompom tweet… Me… Have a good weekend. I’ve got some writing to do after a really interesting and
This morning I noted that I did not appreciate seeing Jeremy Grantham’s note dismissed even in the slightest way and without rancor by a Biiwii
In doing some work for Biiwii, I saw this title pop up as shared by one of Biiwii’s guest authors. Bracing Yourself for a Possible
After its recent earnings report BB rewarded my patience with a big surge upward. Then during Santa week it faded in what looked to me