28 Nov 2023
November has been a very long month of frustration for the bears
Source: Trend Spider
28 Nov 2023
The way to build wealth, is over the long-term:
Source: Invest In Assets | Stock Market Investing 📈
23 Nov 2023
The "bad (macro) news is good (market) news" in one chart
Source: Michel A.Arouet, Bloomberg
23 Nov 2023
Apple vs The World
Source: Michel A.Arouet
20 Nov 2023
HARD ASSETS ARE AT THEIR LOWEST vs. FINANCIAL ASSETS SINCE 1925
Source: BofA
20 Nov 2023
Copper hits widest contango in AT LEAST 29 years
Source: Barchart, Bloomberg
15 Nov 2023
Yesterday was the best market breadth day in the US since the Covid-19 stress exit...
Source: Lawrence McDonald, Bloomberg
15 Nov 2023
JUST IN: Futures now show a 0% chance of additional rate hikes with rate cuts beginning in May 2024
Prior to today's CPI report, there was a 30% chance of at least one more rate hike ahead. Rate cuts were expected to begin in June 2024. Now, markets are pricing-in at least 4 rate CUTS in 2024. Markets are betting that the Fed is done. Source: The Kobeissi Letter
