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As we passed the 81st anniversary of Victory in Europe (V-E...
The stagflation narrative dominating financial social media...
The View from the Looking Glass: Why Dow 50,000 is a Wall, Not a...
Institutional ETF inflows and corporate accumulation continue...
Bitcoin (BTC-USD) is changing hands near $81,400 on Wednesday, May 13, 2026, holding inside a roughly 2% trading band that sits directly under the 200-day exponential moving average at $82,000. Spot...
The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual...
Takeaways The Trump-Xi summit delivered stabilization rather than resolution, calming immediate tensions while leaving the structural rivalry between Washington and Beijing fully intact. Wall Street...
The View from the Looking Glass: Why Dow 50,000 is a Wall, Not a DoorI feel like I’m in Wonderland, and I’m one of the only ones left without rose-colored glasses on. I’m a bear...
As the global energy shock continues to unfold, it seems investors are preferring exposure to those currencies with high interest rates and sitting on the right side of the energy import ledger. The...
Good morning, Equities at All-Time Highs Despite the Strong UndercurrentWars are ongoing, inflation is elevated, and equities continue to climb, with major US benchmarks reaching all-time highs...
The seven-week melt-up that lifted American equities to fresh all-time highs encountered its first genuine resistance on Friday, with a coordinated move higher across global bond markets and a renewed...
EUR/USD has lost the technical floor that had defined its behavior for more than a month. The single currency slid to 1.1620 on Friday, its weakest print in five weeks, after surrendering the 200-day...