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…
Authored by Joe Sullivan-Bissett via BondVigilantes.com, The Sahm rule has triggered: markets, please prepare for landing The economic cycle is at an interesting inflection point where the effects of higher…
by just dario I’ve spent over a decade living in Hong Kong, regularly traveling through Mainland China—except during the Covid-19 period, for obvious reasons. While many foreigners left, I stayed,…
By Jan Nieuwenhuijs of Gainesvillecoins.com Recently the dollar gold price aggressively broke a multiyear resistance level on the back of escalating wars, worrying asset bubbles, and sticky inflation. Long term indicators…
Authored by Simon White, Bloomberg macro strategist, The largest firms in the US are unsurpassably pulling ahead of their smaller rivals by earning more, investing more, holding more cash and…