Chief Strategist
November 18, 2024
Euphoria concerns, sobering rates, potential peaks, narrowing spreads, precious beatings, wavering energies
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November 11, 2024
Trump indicators, lofty start, big firms, market high, teetering economies, wars linger, metals sell, oil ripples
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November 4, 2024
Contention countdown, wary envy, Halloween scare, cut consensus, cash feast, oily hit, precious warning
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October 28, 2024
Attack impact, election strife, top risk, economy longevity, oil nervousness, gold highs, rate rise, wind alert
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October 21, 2024
Polarity upshot, adverse conditions, ubiquitous highs, divergence danger, precious protection, canary caveat
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October 14, 2024
Hurricane swans, inflation moderates, job reality, understated overvaluation, divergence warning, bullish oil
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October 7, 2024
Potential scares, surprise jobs, favourable response, rate rise, golden falter, soaring energy, 25 consensus
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September 30, 2024
High week, late cycle, gilded supply, GDP rise, pending accident, China stimulus, sector recession, East watch
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September 23, 2024
Magnificent tarnish, surprise 50, Fed knowledge, positive curve, low inflation, majority rise, precious safety
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September 16, 2024
Topping volatility, fifty expectation, curve positivity, recession signs, default brink, precious disconnect
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September 2, 2024
Non-unanimous highs, Dollar higher, gold small, seasonal weakness, recession indicator, precious valuation
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August 26, 2024
Dovish culmination, labour focus, payroll spark, likely lockout, long inversion, landing trigger, differed Dollar
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August 19, 2024
Reversed outlook, precious highs, cut babble, associated complacency, staple trajectory, unanimous rise
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August 12, 2024
Weathered insurance, ambivalent jobs, volatility normality, raised rates, precious gain, geopolitical energy
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August 5, 2024
Sweet harvest, cash buffet, job short, red week, weak energy, Canada beat, soft unlikely, cut apt, bright gold
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July 29, 2024
Divisive backdrop, wobbly markets, DJI benefit, signals close, golden outlook, copper skids, BOC cut
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July 22, 2024
Added twist, repeat risk, precious cheapness, reversed highs, yield fears, cut expectation, glut fear, oil rest
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July 15, 2024
Panic trigger, dangerous divisions, apparent jobs, yield signal, speculated cut, toppy gold, reversal sign
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July 1, 2024
Debt unsustainability, recessionary signs, reversed highs, topping indications, metallic creep
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June 24, 2024
Signal impacts, some highs, unresolved divergences, precious consolidation, election division, oil recovery
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June 17, 2024
Fed unchanged, downside surprise, bubbly FAANGs, mania grip, divergent markets, precious lid, oily bounce
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June 10, 2024
Inflation history, new highs, growing divergences, rosy jobs, rot risk, precious bull, golden caveat
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June 3, 2024
Indictment first, armageddon belief, precious benefit, collision course, market divergences, weak energy
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May 20, 2024
Historical crisis, rate response, bubbly result, current resilience, wobbly properties, precious rally, oily poise
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May 13, 2024
Fed watchers, golden loads, job explosion, market chug, broad topping
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May 6, 2024
Rate stability, inflation stick, job weakness, confidence wane, market stimulus, commodity fall, bank watch
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April 29, 2024
Potential stagflation, commodity friend, market foe, negative savings, gold corrects, oil rebounds, gas hangs
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April 22, 2024
Topping signs, bank roll, sanction barrier, tariff increase, tarnished seven, material rise, defensive energy
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April 15, 2024
Precious record, shaky stocks, war notch, cut question, booming commodities, energetic domination
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April 8, 2024
Fight fear, precious highs, rising energy, hoodwinking jobs, wobbling stocks, media mix, monetary expansion
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April 1, 2024
Bridge disruption, weather events, geopolitical concerns, market highs, living cycle, persistent inflation
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March 25, 2024
Rate news, economic bump, copper lead, Magnificent falter, market highs, shaky look, positive energy
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March 18, 2024
Possible tops, rate fear, delinquent backdrop, metal rise, geopolitical tensions, energy stress, H20 extremes
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March 11, 2024
Unchanged BOC, high indices, precious sense, job divergence, astronomical debt, awaiting energy, geo same
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February 26, 2024
New highs, yield slip, oil pullback, precious accumulation, potential top, due debt, sticky inflation
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February 19, 2024
Vibrant inflation, slowing economy, various failures, rising oil, geopolitical concerns, possible turn
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February 12, 2024
Ostensible rosiness, market highs, continued magnificence, miserable metals, geopolitical drivers
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February 5, 2024
Break points, Magnificent rise, potential divergence, life left, inflation muse, job issues, possible bottoms
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January 29, 2024
Potential pivot, expected hold, inflationary clashes, liquidity facility, market highs, gold waffle, energy soar
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January 22, 2024
New highs, negative divergence, commodity fall, inflation heat, copper poise, uranium spike, likely turmoil
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January 15, 2024
Rising temperature, gold driver, slowing signs, expected cuts, 1970s similarity, trifecta lean, Dow divergence
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January 8, 2024
Magnificent falter, trifecta monitor, camp division, good jobs, economic concern, hopeful energy, gold glows
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December 18, 2023
Bubbly markets, falling yields, dovish Fed, slowing economies, precious perk, commodities potential
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December 11, 2023
High jobs, golden reversal, market divergences, fallen energy, some highs, yield expectations, Santa rally
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December 4, 2023
Surprise economy, Canada works, bond bear, low energy, golden highs, overbought markets, diverging signs
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November 27, 2023
Magnificent lead, gold poise, changin’ times, commodity stars, Argentinian outsider, bond appeal, lower CPI
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November 20, 2023
Denial rally, golden Fed, declining energy, overbought potential, Dollar crack, bond rally
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November 13, 2023
Stock divergence, rate effect, sovereign trouble, savings fall, spooked gold, energy concern, attack rumour
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November 6, 2023
War markets, commodities spark, rate expectations, low jobs, resultant rally, golden follow
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October 30, 2023
Crash similarities, JPM sale, broken support, golden spike, oil rebound, toppy yields, possible haven
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October 23, 2023
Risk impact, cycle position, golden haven, commodities rise, curve steepens, sensitives underperform
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October 16, 2023
1973 selloff, impending embargo, rhyming wobble, crucial oil, golden haven, rallied treasuries
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October 9, 2023
Ousted speaker, surprise jobs, up markets, war outbreak, bond bear, rising risks, oil correction, gold rebound
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October 2, 2023
Fraying markets, strong energy, deep divisions, Dollar domination, precious optimism, spending push
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September 25, 2023
Hawkish guidance, market gap, yield spectre, looming shutdown, steady oil, jumping gas, steady gold
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September 18, 2023
CPI rejoicing, reversal warning, precious struggle, TSX outperformance, overbought oil, expected pause
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September 11, 2023
Iffy markets, seminal events, surprising jobs, languishing gold, rising energy
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September 4, 2023
Worst month, high energy, slow tip, weakening labour, rising uranium, commodity lead, perking health
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August 28, 2023
Hawkish chair, mixed market, Everything Bubble, ticking bombs, golden signs, energy upside
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August 14, 2023
Summer doldrums, China deflation, topping signs, BRICS currency, precious struggle, oil rise, silver signs
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August 7, 2023
Debt downgrade, hike fears, weak jobs, precious gains, soft expectations, toppy signals, high debt, bright oil
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July 31, 2023
Markets rise, need confirmation, German recession, curve inverts, risks lurk, rates rise, gold resists, oil perks
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July 24, 2023
Inflationary grain, commodity cycle, silver outperformance, market highs, oily resistance, rate clues
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July 17, 2023
Summer rally, moderating inflation, precious heat, downside wave, July jobs, Fed shrinks, energetic poise
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June 26, 2023
Correction mode, hikes expected, declining liquidity, bottoming energy, oversold metals, borrowed time
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June 19, 2023
Tech power, inversion warning, sentiment drags, good jobs, unsupported scaremongers, interesting laggards
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June 12, 2023
Potential pivot, hike agenda, low jobs, chip war, reduced coverage, stock divergence, golden fail, oil slosh
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June 5, 2023
Blowout jobs, unemployment up, narrow rally, AI rises, mining down, ceiling passes, oil rebound
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May 29, 2023
Dominating ceiling, recession indicators, inflated gold, narrow rally, awful commodities, precious N
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May 22, 2023
2022 losses, looming ceiling, inflation height, G7 lag, limited gains, hikes unlikely, golden aid, bottoming oil
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May 15, 2023
Dominating themes, real crisis, Canadian strength, cheap mining, stock divergence, energy bottom
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May 8, 2023
Robust jobs, expected hike, negative divergences, recession signs, precious highs, oil low
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May 1, 2023
Tepid gains, negative divergence, likely hike, bank demise, crazy spread, debt war, gold gain, energy struggle
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April 24, 2023
Threat chronicle, change cycle, safe haven, agriculture impact, market headwinds, commodity stumble
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April 17, 2023
Inflation correlation, see-saw battle, tentative stocks, Dollar reversal, precious seasonality, energy strength
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April 10, 2023
Topical de-dollarization, pivot bullishness, recession threat, gold resistance, poised oil, bitcoin rise
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April 3, 2023
Topical de-dollarization, pivot bullishness, recession threat, gold resistance, poised oil, bitcoin rise
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March 27, 2023
Bank bailout, continued hikes, no QE, wobbly realty, limit looms, golden value, weak energy, perched Dollar
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March 20, 2023
Volatile week, tech strength, golden safety, soaring bonds, flattened curve, recession hint, Fed protection
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March 13, 2023
SVB surprise, iceberg tip, gold spark, bond rally Dollar drop, energy decline, debt war, Ukraine threat
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March 6, 2023
Long bear, inflation pressures, record jobs, debt crunch, deteriorating Dollar, recession looming
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February 27, 2023
Inflation bugaboo, Russia bent, real charts, teetering equity, yields up, debt load, golden languish, oil poise
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February 20, 2023
Hawkish Fed, market rebound, energy decline, recession indicators, strong employment, gold purchase
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February 13, 2023
Surprising bullishness, notorious February, eery gold, Dollar break, blockbuster jobs, soaring energy
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February 6, 2023
Risk on, rate rise, liquidity drop, job surprise, vulnerable housing, confidence slip, gold scare, energy bottom
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January 30, 2023
Bear rally, hike likely, pause possible, recession indicators, Dollar history, stock divergence, energy wobble
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January 23, 2023
Intact bear, negative signs, strong labour, debt limit, Dollar attack, Japan zombies, golden resistance, oil up
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January 16, 2023
Positive barometer, moderated CPI, rising reserves, ceiling crisis, expert predictions, landing risk
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January 9, 2023
Good jobs, hikes aside, negative divergences, market defiance, golden shine, low energy, January barometer
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December 19, 2022
Difficult year, escalation possible, Ukraine war, persistent inflation, recession threat, commodity hope
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December 12, 2022
Potential hole, better inflation, hike fear, gold flat, stocks down, soaring gas, low energy
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December 5, 2022
Stock resistance, Dollar support, slowing thoughts, topping evidence, job surprises, capped energy
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November 28, 2022
Grudging gains, five p’s, reserves rise, holdings fall, Dollar declines, golden equity, negative energy, cap talk
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November 21, 2022
FTX domination, bubble bottoming, crypto pain, volatility comparison, golden relic, market falter, oil dip
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November 14, 2022
Upward correction, bug talk, CPI catalyst, long recession, Washington music, crypto collapse, chilly warmth
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November 7, 2022
Rate fear, job jets, record spreads, recession signal, precious gain, Dollar sink, energy surge, suckers beware
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October 31, 2022
Reversal legs, hike bite, bubble burst, better GDP, upward Dollar, precious pressure, poised energy, BOC fifty
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October 24, 2022
Liquidity threat, yield highs, rally legs, 1970s similarity, golden wave, full energy, currency intervention
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October 17, 2022
Worst ahead, markets sink, temporary bottom, dislocating Dollar, precious posing, poised oil, grocers feed
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October 10, 2022
Sporty volatility, unlikely collapse, cool jobs, currency intervention, crash condition, gold value, OPEC shock
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October 3, 2022
Growling bear, depression cycle, precious reversal, Canada outperforms, oil cut, hurricanes compared
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September 26, 2022
Multiple breaks, soaring Dollar, sovereign potentials, shrinking earnings, possible relief, negative spreads
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September 19, 2022
Swoon trigger, increased rates, Dollar jump, silver divergence, golden poise, precarious DJI, preferred stocks
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September 12, 2022
Bear rebound, Central hikes, energy bailouts, oil caps, sinking currencies, recession risk, nuclear restart
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September 5, 2022
Generational turmoil, rebound end, lagging jobs, reversal day, energy crunch
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August 29, 2022
Pivot put, inflation wrestle, rate rise, energy brew, Dollar climb, cheap Canada, bear roar, housing wobble
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August 15, 2022
Risk appetite, suckers rally, C wave, misplaced elation, mounting dangers, topping wariness, breaking gold
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August 8, 2022
Alternate GDP, money growth, job surprise, hike fear, market resistance, tense Taiwan, energy hit, bear rally
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August 1, 2022
Unofficial recession, vulnerable housing, wobbling governments, destroyed wealth, summer rebound
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July 25, 2022
Inconclusive watch, eurosino contagion, market resistance, golden optimism, energetic waver, wheat deal
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July 18, 2022
Rally prep, risk management, golden sentiment, slick correction, Dollar risk, bank run, inversion signal
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July 11, 2022
Red sea, bottom attempt, energetic half, precious cycle, cap backfire, Dollar hurt, war talk, mixed jobs
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June 27, 2022
Holiday volumes, likely landing, expectations driver, tradeable leg, golden poise, favoured stocks, dollar rival
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June 20, 2022
Official bear, possible rebound, golden optimism, buying time
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June 13, 2022
Inflation storm, FOMC hike, confidence tank, capitulation opportunity, detached gold, green need, good jobs
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June 6, 2022
Unexpected jobs, inflation fears, yields up, markets down, Canada hikes, Misery Index, high energy
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May 30, 2022
Memorial signals, awaiting confirmation, Russia default, rising prices, crisis trigger, gas high, toppy yields
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May 23, 2022
Fed growth, inflation fight, continuing collapses, bear rally, slick consolidation, golden poise, cycle top
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May 16, 2022
1939 precedent, crypto vapor, depressing news, possible low, oily buoyancy, tenacious gold
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May 9, 2022
Bear similarities, economy ok, jobs good, inflation lingers, stocks down, energy up, golds struggle
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May 2, 2022
April astounds, problems mount, energy soars, correction deepens, vol reigns, rates worry, gold glimmers
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April 25, 2022
Abnormal April, lockdown problem, yield breakout, lagging salaries, taming hawk, golden defense, tech bear
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April 18, 2022
Falling indices, select sectors, stagflation possible, demand destruction, supply disruption, rates up
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April 11, 2022
Contracting trade, globalization threat, hawkish fed, war spark, richest Musk, best TSX, sector uptrends
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April 4, 2022
Currency wars, supremacy attack, food riots, low jobs, cloudy rise, inverting yields, golden divergence
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March 28, 2022
Bond crash, metal rise, proxy participation, sucker rally, golden haven, moving energy
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March 21, 2022
Financial floods, bubble busts, inflation solution, currency strain, stalemate rally, value up, commodity shine
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March 14, 2022
Interrupted trade, 1970s inflation, Russian default, gangbusters jobs, commodity squeeze, stock fall
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March 7, 2022
Financial war, soaring commodities, sanction ramifications, protection purchase, high jobs, rate hikes
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February 28, 2022
Invasion foreshadowing, market unrest, war-impacted inflation, commodity powerhouse, sanction squeeze
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February 21, 2022
Russian rattle, non-transitory inflation, soaring energy, golden safety, correction nature
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February 14, 2022
Blockade costs, invasion fear, price worry, dampened debt, hike speculation, consumer sink, value shift
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February 7, 2022
Unrosy jobs, trapped Fed, QT underway, anticipatory waver, bearish growths, undervalued golds, cheap oil
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January 31, 2022
January down, tech leads, value shines, jobs hopeful, Reserve hawkish, Dollar up, gold hoard, war reactions
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January 24, 2022
Winding down, rate fears, political drag, war drums, covid rage, bright energy, gold rises, consumer warning
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January 17, 2022
Tippy inflation, falling sentiment, high ownership, oversold technology, golden rise, energetic increase
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January 10, 2022
Topping rhyme, rising rates, unfriendly jobs, energy highs, golden rebound, be prepared
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December 20, 2021
Risk forecast, taper impact, non-transitory inflation, golden shine, yields down, growling bear
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December 13, 2021
Inflation cries, bond divergence, precious tread, silver leading, Fed taper
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December 6, 2021
Kondratiev relevance, jobs discrepancy, markets falling, golden shine, energy divergence, banner year
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November 29, 2021
Friday special, Powell reaction, gold crash, stock mini-crash, oil crash, Dollar thrust, yield fall
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November 22, 2021
Gradually suddenly, market divergence, flood cost, inflation fixture, BDI fall, golden zone, gas up
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November 15, 2021
Inflation hyperventilation, stumble possible, commodity haven, melt-up alive, no hikes, energy falter
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November 8, 2021
Renewable breakout, expected taper, no hike, possible blow-off, yield down, perky gold, good jobs, shale up
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November 1, 2021
Trillion Tesla, dueling Rogers, taper talk, maybe stagflation, best three, golden effort, uranium lead, high oil
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October 18, 2021
Perfect storm, markets rising, swift rebound, oil highs, struggling gold, leading stocks, elusive breakout
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October 11, 2021
Ceiling save, Evergrande pause, waning economy, energy crunch, Canada recovery, toppy market, solid gold
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October 4, 2021
Conspiring pressures, lowering markets, positive divergences, golden undervalue, oily climb, gassy highs
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September 27, 2021
Evergrande trigger, debt fight, resistance passed, gold encouragement, energy disruption
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September 20, 2021
Vote issues, sentiment turn, debt battle, Chinese risk, gold whack, strong economy, taper talk, energy wind
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September 13, 2021
Clouds gather, divergences abound, bear conditions, supply disrupted, gold bottom, unconfirmed energy
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September 6, 2021
Climate costs, jobs disappointment, variant concern, gold rally, correction potential
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August 30, 2021
Fiat experiment, rock warning, September shine, Delta hold, debt wrestle, looming shutdown, ominous rise
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August 23, 2021
Delta rise, heat impact, gold view, toppy market, downward revision, taper watch
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July 24, 2021
Market highs, diverging transports, impending pullback, gold support, strong Dollar
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July 19, 2021
Possible top, indicators diverge, Canadian-only taper, commodity pullback, defensive switch, bond warning
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July 12, 2021
Taper question, job ecstasy, financial tear, gold frustration, oil topping, market divergence
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July 5, 2021
Jobs grow, labour falls, stocks up, yields down, Dollar climbs, gold rises, oil diverges, West burns
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June 28, 2021
Usual highs, following swoon, money supplied, gold relationship, steadied Dollar, OPEC damper, West heat
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June 21, 2021
Hawkish Fedspeak, limited correction, Dollar leap, golden comparison, yield anomaly, currency debasement
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June 14, 2021
Turmoil crises, inflation jump, bond rally, Fed taper, reverse repos, precious consolidation, oil high, fall wary
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June 7, 2021
Top signs, low vol, opposed headlines, disappointing jobs, short labor, metals crossroad, high oil, steady fed
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May 31, 2021
Possible volatility, corrective bull, high CAPE, overblown hysteria, golden struggle, energetic rally, job spark
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May 24, 2021
Following highs, golden consolidation, crashing cryptos, toppy oil, lumber pullback, reverse repos
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May 17, 2021
Monetary worry, hysteria fuel, tech divergers, inflation thrivers, precious risers, weakly energy
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May 10, 2021
Inflation sense, low jobs, gold jump, boggling canine, diverging FAANGs, toppy oil, pullback possibility
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May 3, 2021
Bubble tears, inequality plague, Indian collapse, stellar numbers, May sell, shallow correction, gold bottom
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April 26, 2021
Plagued tension, tapered easing, commodity jump, diverging markets, record margin, poised gold, oil waver
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April 19, 2021
Misplaced fear, precious hedge, bubble joke, overbought indicators, gold breakout, copper surge, bright oil
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April 12, 2021
Bubble watch, housing elevation, inflation perks, lockdown impact, FANGless party, gold resistance, oil wave
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April 5, 2021
Archego liquidation, Biden stimulus, golden cycle, market bull, Fed backing
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March 29, 2021
Liquidity trap, silver waves, diverging transport, mild correction, resistant high, precious support, ship chaos
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March 22, 2021
Bubble phases, fund shift, overleveraged market, bottoming gold, oil support, economic optimism
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March 15, 2021
Empire decline, Canadian surprise, stock highs, infinite QE, excited bugs, energetic winners, crypto mania
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March 8, 2021
Money push, job rot, low inflation, positive conditions, oversold gold, shorts cut, OPEC cuts
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March 1, 2021
Funky economies, stock fuel, political shift, zombie companies, concerning interest, gold lag, corrective pose
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February 22, 2021
New gold, long rates, cold chaos, settling oil, relentless markets, metallic divergence
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February 15, 2021
More mania, eerie similarity, option surge, commodity Supercycle, shortage driver, outshining silver
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February 8, 2021
Euphoria reigns, commodities rise, yields increase, fossils cycle, supply tightens, jobs disparity, faltered gold
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February 1, 2021
Retail week, negative Barometer, fed bailouts, world risks, gravity defied, silver soar, gold lethargy, toppy oil
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January 25, 2021
Biden begins, market highs, debt surge, inflation hold, everything bubble, K recovery, venture boom
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January 18, 2021
Historic US, divergent indicators, call high, rising yields, gold weight, awaiting inauguration, reign history
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January 11, 2021
Democracy assault, higher markets, bitcoin mania, rates soar, gold down, oil rises, worse possible
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January 4, 2021
Global recession, two gains, debt fuel, liquidity injections, low rates, blow off, election controversy, job signs
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December 21, 2020
Runaway possible, like 1987, like 1998, Santa rally, January effect, overvaluation stamina, gold seasonals
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December 14, 2020
Forecast themes, correction opportunities, pumping fed, growing debt, retreated bears
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December 7, 2020
Not 536, records set, debt soars, golden life, broken dollar, oil cusp, pandemic rage, faltering jobs, rate creep
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November 30, 2020
Different worlds, assassination trigger, fraud calls, bond cycles, gold low, energy breakout, annus horriibilis
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November 23, 2020
Constitutional rage, topping appearance, dead stimulus, outperforming value, floundering gold, perking oil
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November 16, 2020
Maybe vaccine, tossed lawsuits, highs reversed, constitutional grip, precious effects, boom possible
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November 9, 2020
Election challenges, gridlock love, considerable resistance, long bull, precious poise, dollar hit, oil nowhere
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November 2, 2020
Winter discontented, golden haven, not oversold, downward energy, diverging gas, stormy south
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October 26, 2020
Contentious election, aftermath chaos, toppy divergences, rising rates, ravaged revival, small-cap challenge
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October 19, 2020
Presidential cycle, potential top, comparative production, renewables outperform, precious consolidation
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October 12, 2020
Destabilizing swan, eery comparison, golden best, supply predictor, miraculous recovery, stimulus whipsaw
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October 5, 2020
Non debate, ailing president, October crash, pending election, jobs disappoint, bumpy ride, golden returns
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September 29, 2020
A Reserve Currency does not last Forever
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September 28, 2020
Countertrend bounce, COVID spark, Dollar up, yields fall, gold lower, banks launder, green rise, election hint
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September 21, 2020
Election heat, pandemic economy, massive tensions, faltering market, Fed balance, 2023 rates, gold falters
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September 14, 2020
Reserve currencies, shelf life, money supply, velocity diverges, stock drop, gold hold, cruel low, second wave
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September 7, 2020
Highs reversed, verification needed, cruel September, president’s fed, jobs lost, gold caught, negative yields
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August 31, 2020
Record march, rising divergences, mania phase, job optimism, daily layoffs, Fed focus, precious correction
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August 24, 2020
Another record, richer rich, narrow lead, mounting divergences, precious correction, presidential plans
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August 17, 2020
Gold mini-crash, high failure, DJI lag, mixed TSX, different time, consumer-Dow correlation, weakest months
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August 10, 2020
Gold high, silver outperform, Friday reversal, stocks rise, rates low, financial stimulus, economic plague
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July 20, 2020
FAANGS fall, saviours fly, divergences abound, money expands, gold rises, Dollar falls, uncertainty rises
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July 13, 2020
Virus records, earnings fall, markets rise, QE3 lifts, technicals diverge, gold bull, narrow outperformance
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July 6, 2020
Unique half, millions unemployed, streets riot, election backdrop, narrow high, Godzilla debt, golden limit
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June 29, 2020
Gloomy forecasts, shutting again, protests continue, polarized election, empire fall, Gini grows, gold glows
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June 22, 2020
Slowed Fed, soaring stocks, rioting streets, top 20, bottom 80, coronavirus soars, vaccine race, election nears
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June 15, 2020
Party end, grinding down, dollar rally, bonds up, gold rises, oil falls, unemployment surges, vacancies decline
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June 8, 2020
Dichotomy backdrop, shocking jobs, wild Friday, stretched valuations, top warning, gold correction
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June 1, 2020
Two streets, one coin, polar opposites, market danger, gold poise, vaccine woes, city fires, China tension
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May 25, 2020
Great re-opening, buy rumour, sell news, disconnect continues, Fed liquidity, gold highs, oil steam
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May 18, 2020
Reopening risks, toppy divergences, breakout verges, ugly numbers, coronavirus consolidates, oil divergence
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May 11, 2020
Great disconnect, trillions thrown, Main devastation, happy Wall, golden projection
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May 4, 2020
Pandemic waves, April best, bear rally, gold swoon, silver underperformance, oil bear, trading opportunities
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April 27, 2020
Wild oil, pandemic domination, bigger bear, fallen velocity, golden shine, PMIs down, junior life
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April 22, 2020
Technical Scoop Oil Commentary
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April 20, 2020
Morphed crisis, predictive curves, unconfirmed rebound, deteriorating bonds, commodity opportunity
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April 13, 2020
Black swan, historical bailout, record debt, bailout benefit, rebound rally, golden shine, narrow doorway
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April 6, 2020
Stunned jobs, shutdown forecast, bear anatomy, feeble gold, Dollar rise, euro question, oil move, April hope
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March 30, 2020
Secular bear, stunning numbers, lurking debt, overheated housing, gold demand, energy disaster
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March 23, 2020
Second monster, lifeboat shortage, gold/silver high, widening spread, USD surge, faltering haven, spring sun
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March 16, 2020
Record crash, recovery phase, dominant fear, tradeable rally, swift bear, stalking plague, rising sun
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March 9, 2020
March lion, COVID volatility, golden performer, slashed rates, ongoing repo, bear territory, oil war
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March 2, 2020
Virus spark, intermediate top, few hide-outs, overvalued complacency, golden poise
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February 24, 2020
Irrational exuberance, COVID-19 surprise, negative spread, gold target, divergences abound, stimulus fuel
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February 17, 2020
Tireless melt-up, COVID-19 immunity, same themes, inconsequential debt, Greek yields, foreboding spread
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February 10, 2020
Rickards war, helicopter money, falling rates, creeping signs, strong numbers, precious hold
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February 3, 2020
Non-trial headline, economic flu, sharp volatility, confirmation vital, gold benefit, spread creep, China gap
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January 27, 2020
Epidemic affect, gold rise, market swoon, bond benefit, spread narrowing, dollar hegemony, dotcom bubble
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January 20, 2020
Potential pivot, records fall, greed wins, bears hibernate, gold consolidates
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January 13, 2020
Barometer highs, Early Warning, war effect, recovery time, impeachment threat, looming election
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January 6, 2020
Bang start, maybe top, gold soar, yield fall, haven sought, election promise, climate cost, decade following
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December 30, 2019
All-time highs, overbought territory, golds break, dollar falls, repo continues, yields fall, healthy energy
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December 23, 2019
Golden optimism, lingering concerns, new highs, DJI divergence, frothy indicators, low anniversary
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December 16, 2019
2020 Market and Economic Forecast, possible peak, systemic risks, all-time highs, gold low, USD support
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December 9, 2019
Whipsaw week, tariff spook, gangbuster payroll, reinversion warning, repo mystery, Q warning
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December 2, 2019
Nine turn, recession unlikely, slowdown ongoing, continued repo, blue skies, debt high, beckoning Santa
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November 25, 2019
Potential reversal, protective positioning, background noise, repo mystery, Thanksgiving fade
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November 18, 2019
Suspense continues, broadening channel, three scenarios, trifecta wish, golden rebound, derivative risk
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November 11, 2019
Market argument, following bust, average boom, rate risk, negative warning, positive concern, gold corrects
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November 4, 2019
Market highs, channel tops, best months, news front-running, indicator mix, bullish gold, margin expansion
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October 28, 2019
Market chug, international break-out, QE fuel, 90th anniversary, distribution signs, positive spread
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October 21, 2019
Churning markets, topping process, widening spreads, recession closer, abounding divergences
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October 14, 2019
Trade peace, precious downswing, rate jump, positive spread, market volatility
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October 7, 2019
Trade save, unusual intervention, weak economy, unemployment low, gold correction, employment story
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September 30, 2019
Impeachment impact, repo action, U.S. resilience, positive curve, toppy market, scary October
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September 23, 2019
Expected cut, repo intervention, stocks decline, rosy gold, drone jump, slowing economy, maybe top
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September 16, 2019
Bolton thirteen, oil attack, wiggle high, corrective gold, less inverted, wishful bashing, expected cut
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September 9, 2019
Highs threat, gold tank, trade nice, economy slide, Canada works, cut expectation, support zone
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September 2, 2019
Maybe tsunami, mixed signals, notorious September, topping gold, warning curve, negative yield
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August 26, 2019
Tweet tumble, retaliation tumble, fourth fall, best gold, spread narrows, financials deteriorate
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August 19, 2019
Nerves break, curves invert, rates fall, re-election concerns, gold shines, unexpected turns, sector uptrends
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August 12, 2019
Currency wars, plunging markets, soaring gold, inverting curve, negative yields
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August 5, 2019
Cut party, cold water, volatility return, currency wars, negative yield, widened spreads, job anomalies
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July 29, 2019
Weakening economic environment, note-fund spread, central bank assets, market top, gold temporary top
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July 22, 2019
Highs reversed, more bull, gold phoenix, upside silver, confidence key, debt pile, adverse allies
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July 15, 2019
Spotlight feud, bank bleed, backdrop divergence, channel top, wide spread, gold rose, expect cut, oil tension
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July 8, 2019
Record highs, slowing economy, rosy jobs, golden breather, mixed indicators, higher yields, approaching top
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June 24, 2019
Dove week, trade threats, Gulf clouds, funds pull, what if, recession warning, gold risk, markets rise
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June 17, 2019
Cut speculation, slowing signs, rate cycle, broadening top, golden lead, lagging silver, oil attack, rate week
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June 10, 2019
Rate Frenzy, Slowdown Signs, Market Pattern, Gold Froth, Dollar Repeat
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June 3, 2019
Tariff targets, markets notice, retaliation assured, debt problem, golden jump, wildfire havoc
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May 27, 2019
Not final top, trade war spook, sliding economic numbers, falling bond yields, metals below breakout
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May 20, 2019
Trade dispute disrupts, whipsaw week, confident consumer, falling yuan, golden divergence
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May 13, 2019
Trade wars, good correction, still bull, expect retaliation, party continues, job creators, gold hot, stocks not
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May 6, 2019
Sell in May myth, not so rosy employment, widened Recession watch spread, Dollar-assisted golden fall
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April 29, 2019
Record close, chugging higher, no recession, positive indicators
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April 22, 2019
Lonely Highs, Poor Gold, Relentless Climb
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April 15, 2019
Collapsing Volatility
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April 8, 2019
Best April, warnings abound, Fed-Trump war, Bitcoin rise, curve inversion, gold bottom, unemployment gage
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April 1, 2019
Potential topping, cut calls, Canadian growth
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March 25, 2019
Surprise Dove, Positive Spread, Debt Gorge, Meandering Gold, Higher Dollar, Market Volatility
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March 18, 2019
Black swan sparks, no recession yet, OPEC vs NOPEC, dovish fed week, hearts out to New Zealand victims
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March 11, 2019
Canada Jobs sparkle, Trade Deficits Widen, Houses and Ships Signal Slowdown, Dollar Gains, Gold Corrects
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March 04, 2019
Riveting focus, spooked gold, dangerous long, humming weaknesses, Powell put, no recession, buyback view
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February 25, 2019
Common Interest and Credit Themes, 90 year cycle, Debt Trigger, Counterintuitive Run , Temporary Gold Top
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February 18, 2019
Blow-off Cusp, skeptical bears, excited bulls, runaway train, Dollar-helped gold, SNC scandal, gold demand
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February 11, 2019
Seasonal script, January barometer, background spark, commodity bull, junk sign, golden dig
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February 04, 2019
Fed blink, stock ignition, Nonfarm inflation, confidence slide, trade fade, debt fuel, commodity boom
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January 28, 2019
Shutdown shut down ex-wall, coup can spark oil, QT fade ignites gold, is too much bull too fast?
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January 21, 2019
Risk On without Time for Damaged Charts to Repair, No Recession Yet but Mixed Indicators
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January 14, 2019
Bear Rally, Bull Trap, Shutdown Bite, Absent Data, Housing Tip, Debt Mountain, Gold Haven, EEM Lead
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January 07, 2019
Stand Golden, Bulls Emboldened Bears, Rosy Jobs, Rattled Dove, Inching Spread, Wall Shutdown, Debt Spark
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December 31, 2018
Worst December … Ever, Plunge Protection Team, Paper Starting to Come Off, Rising Gold
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December 24, 2018
Dramatic Drop, the Grinch Stole Christmas
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December 17, 2018
Volatility, Huawei-based Threats, Yellow Vest Riots, No Deep End Yet, Bond and Gold Safe Haven, Oil Bounce
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December 10, 2018
Volatility, Huawei-based Threats, Yellow Vest Riots, No Deep End Yet, Bond and Gold Safe Haven, Oil Bounce
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December 03, 2018
Dovish Musing, Barely Begun Bear, Positive Seasonality, Payroll Watch, Fear and Greed Phases, Toppy USD
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November 26, 2018
Bared Bear Claws, Beware Claus Gift, No Recession Yet, Oil’s Slippery Slope, Cheap Gold Money
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November 19, 2018
Buffet Equalizers, Fading Long-term Bull, Thanksgiving and Santa Claus Rebound, Nascent Gold Bull
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November 12, 2018
As Déjà vu Rhymes and Unfolding Bear Twists and Turns, Seek Opportunity and Maybe Buy Well and Hold
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November 5, 2018
October bear, Booms, Busts with a debt heart, strong jobs defers recession, mid-terms portend market rally
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October 22, 2018
Bottom pickers’ paradise for stocks and gold possible in Mid-term elections
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October 15, 2018
October Bottom, or Bull End with Strong Gold, but No Recession Yet amidst Fed Attack and Bitcoin Precipice
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October 08, 2018
Music Still Plays with Division, Jumping Rates, Teetering Italy, Defiant Numbers and Rising Dollar and Gold
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October 01, 2018
Worried Markets climb as Fed and Italy benefit US Dollar and Iran drives oil prices
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September 24, 2018
Rear View Mirror, Potential Divergence, Fed and Recession Watch, USD but not metals may be Up in Smoke
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September 17, 2018
Sea of Debt Rises from Two Rubbles, Prepping for Precious Rally, and Wages, Spending, Growth Lag Debt
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September 10, 2018
US Dollar, Stocks, Rates Soar in Cruelest or Golden Month, Recession Risk Falls, Beware Amazon Waterfall
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August 27, 2018
Market convictions defy court convictions and risk financial accident but economy is fine and gold may shine
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August 20, 2018
US Dollar flight endangers Turkey and domino effects possible with precious metal fire sale, still stocks soar
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August 06, 2018
New Silk Road away from US, markets return to mean expected, no recession yet, and dull metals
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July 30, 2018
Friedman Fiat friendliness betrayed, blood moon crash connection, Facebook flop, potential peg but no recession yet
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July 23, 2018
Spectre of Fed coup is unlikely but dampens equities, currency and fuels commodities, long yields
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July 16, 2018
Continued Climb up the Wall of Worry
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July 09, 2018
Yawning may risk inhaling a bug but no Recession yet, oil is slippery, and gold stocks out-glitter gold
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June 25, 2018
Danger lurks, world economy cracks, money flies to bond safety and gold may turn yet no recession
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June 18, 2018
No Recession yet, Tariffs and Counter-Tariffs Portend Depressions or Wars and Gold still Glitters
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June 11, 2018
Volcano spews lava amongst allies under clear economic skies with patches of rising rates and gold
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June 04, 2018
Strong economy plays leading role while Italian debt, European banks and trade wars are background noise
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May 28, 2018
No imminent recession, Axis of gold, New Silk Road, and possibly resurrected killed summit
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May 21, 2018
Energy paints rosy TSX picture while storm clouds brew around US debt and gold still glitters
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May 14, 2018
Lagging energy stocks and continued market rally despite late cycle conditions, sanctions, shootings
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May 07, 2018
The sweetness of Energy and Apple
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April 30, 2018
Still a sleepy bear no match for the bull
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April 23, 2018
A Quieter Bull
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April 16, 2018
History in the Making but No Recession Yet
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April 09, 2018
Persistent Economic Strength Counters Trade War Fears
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April 02, 2018
Volatility and Debt Grow, but so does the Global Economy so no Recession yet
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March 26, 2018
Continued Fireworks despite a positive Recession Watch Spread
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March 19, 2018
Low Unemployment, Good Economy, Positive Consumer and Gold maybe poised to rise
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March 12, 2018
Another wild week with high jobs numbers suggests new highs may be ahead
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March 5, 2018
Executive Summary
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February 26, 2018
Bullish signs continue
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February 19, 2018
Mini Rogue Wave signals blue skies ahead, with banks thriving as interest rates rise on the horizon
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February 12, 2018
Wild Market Presents Buying Opportunity
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February 5, 2018
“War is Hell—but not for the Stock Market” —Mark Hulbert, Barron’s, April 20, 2017-Executive Summary
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January 29, 2018
Quotes by Warren Buffet, Principles from the Sage of Omaha and Edwin LeFevre, Reminiscences of a Stock Operator
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January 22, 2018
Quote by Chuck Palahniuk – Author – Survivor, Fight Club
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January 15, 2018
This Time is Different – Eight Centuries of Financial Folly – Carmen M. Reinhart & Kenneth S. Rogoff
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January 8, 2018
“I would say Happy New Year but it’s not happy; it’s exactly the same as last year except colder.” – Robert Clark
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