March 29, 2021
Inflation is on the horizon... So, what's wrong with Gold?
By: Andrew Hecht Overview: - Gold has backed off since the August 2020 high - The bullish trend in gold remains intact - Falling bonds have weighed...
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September 12, 2019
The Bond Market Will Be The Bear That Crushes The Equity Market
This last week was full of reports of wide spread over valuations across the gamut of both global equity markets as well as global bond markets,...
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June 4, 2019
Yield Curve Collapse Signaling Warning Signs
Let’s dig into a few things that are piquing our interest this week. We feel that investors need to be fully aware and cognizant of the investment...
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March 20, 2019
Feds Last Weapon......"Empty Words"
The all-powerful FOMC meets tomorrow and will provide us with mostly conjecture as to their continued waffle of a monetary policy. It was just a few...
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January 31, 2019
The Real Elephant in the Room.....DEBT.
We decided to wait till the FOMC meeting to release this week’s letter so that we could capture the most important event of the week. It’s not that...
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January 17, 2019
The Natural Course of Things is Inevitable, Not Preventable
Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As we highlighted over the last few weekly...
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