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17 Mar 2025

Gold $GLD has outpaced the S&P 500 $SPX by 2.5x since 2000.

A $10K investment in Gold is now $104K, while the S&P 500 sits at $40K. Source: Carbon Finance

17 Mar 2025

Corporate Insiders are dumping shares at the fastest pace in AT LEAST the last 2 decades.

Source: Barchart, FT

17 Mar 2025

The gold-to-S&P 500 ratio is now near 4-year highs.

Source: Bloomberg, Crescat Capital

14 Mar 2025

European Banks have crushed the Mag 7 since the start of 2022.

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14 Mar 2025

Another bear coming?

That would be three bears in 5 years, something we've never seen before. The previous closest three bears ever was 6.9 yrs between 1966 and 1973. Source: Ryan Detrick, Carson

14 Mar 2025

Things are going great...

Source: FactPost @factpostnews

14 Mar 2025

Small Cap Stocks $IWM are underperforming the S&P 500 by the largest margin since the Dot Com Bubble 🚨

Source: Barchart

14 Mar 2025

The stagflation trade is proving to be a rare winner as the stock market rout continues.

The Goldman L/S Stagflation basket—which benefits from rising commodity & healthcare stocks while betting against consumer discretionary and chip stocks—has gained nearly 18% in 2025. Source: HolgerZ, Bloomberg

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