Something special happened today, or to be precise, did not happen. As Israel started its new military campaign against Iran, all risk assets in financial markets started to dive, from…
As per the most recent estimates, Google Search accounts for ~90% of all online searches worldwide and ~27.7% of total digital advertising revenues, followed closely in second place by Meta…
by just dario Navigating a bear market can be daunting, especially if you’re unfamiliar with the signs and strategies to manage your investments during such times. Understanding when a bear…
by Michael A. Gayed, CFA One of the things that I’ve heard loud and clear from you, my Lead-Lag subscribers, is that the risk signals, and what this service offers…
Michael A. Gayed, CFA How To Interpret the Signals: Within each strategy, there is a risk-on and risk-off investment recommendation, with the risk-off option being the more conservative of the two.…
Imagine a world where people only spend what they earn or where companies borrow to build new factories and use the additional revenues generated to repay the debt. Imagine a…
“Why are central banks cutting rates while yields are going up? How is this possible?” This is the question many people are asking themselves at the moment. Surprisingly, those experiencing…
This last week started with three clowns announcing a $500B “Stargate” project that they not only lacked funding for, but that structurally made no sense whatsoever. It ended with half…
Authored by Jesse Colombo via Substack, Just two months ago, the precious metals community was growing frustrated with gold after its choppy, lukewarm summer price action. At that time, I kept urging investors…
“How long will this bubble last” is a question I receive constantly although lately, the frequency has been increasing. My usual answer is “I am afraid, it is impossible to…