public Market Call • 3 min read Market Call: Trend Spotting Some of our best friends are technicians. Ed was at Prudential Equity Group at the same time as Ralph Acampora,…
public Geopolitics • 3 min read Geopolitical Risks Abound The world is getting more dangerous. That doesn't seem to be having any impact on the US stock…
public Commodities • 3 min read Bonds, Oil, Copper, Gold & The Dollar On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
public Middle East • 3 min read The Spreading War In The Middle East Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle…
paid Crude Oil • 3 min read Market Call: $100 Oil, $3000 Gold? Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
public Commodities • 1 min read Why Is Gold Shining Again? Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
public Inflation • 1 min read Gold Losing Its Shine Gold hasn't been a good hedge against inflation over the past highly inflationary year. That's not…