Stan Druckenmiller was held up far and wide by the gold community, when he was bearish on stocks and bullish on gold. Stan Druckenmiller is a media rock star whose…
This is the opening segment to this week's edition of Notes From the Rabbit Hole, NFTRH 421, a 48 page work-through of the immediate post-Trump landscape. While we had fun…
NFTRH 421... TRUMP! Okay, now that we've got the teaser over with I want to note that a small minority of emails were kicked back, with all of the affected…
There are more Trump Towers being erected by certain indexes (ref. Uncle Buck's pants tent noted yesterday in an HUI update). As an aside, say what you will about the…
I felt a little lonely spotlighting Treasury bond yields all those weeks ago, while today's momo market players were bearish on stocks and owning Treasury bonds in risk 'off' mode. …
As thoughts settle and details surface about the implications of an insurgent US presidency, we can talk about fundamental changes to come for the markets. But for now our job…
The market has been very readable since before Brexit. It was over bearish and due for a post-Brexit rally . It was due for a drop to test major support…