Global risks are rising amid geopolitical seizures, unrest and tanker threats, yet markets climb on expectations of rate cuts, QE and liquidity. Money flows to stocks...
Precious metals shone as the Santa Claus rally fizzled, a weak signal that hasn’t always mattered. In 2025, stocks rose while the K-shaped economy worsened. Liquidity...
2025 ended chaotically yet markets surged, driven by the MAG7, while gold and silver hit record highs and miners benefited. Chaos favors metals. Looking to 2026,...
Financial markets appear calm, yet risks are rising. Fed divisions and higher global bond yields, especially in Japan, threaten stability as the yen carry trade unravels....
The Fed is split between hawks worried about inflation and doves fearing recession. Such divisions have historically preceded market downturns. With an 87% chance of a...
Markets swung sharply as Nvidia’s strong earnings clashed with expectations that the Fed may delay rate cuts. Volatility hit the MAG7, reviving bubble concerns fueled by...
Hollywood has long depicted Wall Street’s greed and excess, from Wall Street to The Big Short. Wealth inequality in the U.S. is now extreme, with the...
Markets were mixed: stocks wavered, gold was flat, bonds slightly higher, and oil dropped despite energy stocks rising. Canada’s job surge was mostly part-time. The U.S....
The U.S. may be showing signs of imperial decline, echoing past collapses like Rome or Britain, with risks of civil unrest unless major reforms occur. The...
Gold fell sharply this week, echoing 2013’s drop, though not as severely. Despite fears of a top, gold remains a safe haven amid global debt. Strong...