A 20 Percent Portfolio Allocation To Gold And Silver Is Going Mainstream
The policies and economic dynamics driving this gold rally aren't going away any time soon.
Bitcoin Price Hits Four-Month Low As Macro Tensions, Selling Pressure Intensify
Over $1.19 billion in leveraged positions were liquidated in 24 hours.
The Unfolding Effects Of Trump’s Tariffs
The underlying economic forces behind the tariffs grind slowly, but they do happen.
U.S. FX Intervention Thus Far In The Argentine Peso…
CPI deflated real value of the trade weighted Argentine peso; up is an appreciation. The peso has appreciated by 29% (log terms) since January 2024.
DOGE Layoffs Hit, But Still No Significant Change In Initial Or Continuing Jobless Claims
Mortgage applications declined for the third straight week (but are still 20% higher than one year ago), and prospective buyer traffic remains paltry.
Domino's Pizza Shows Strong Q3 FCF - But DPZ Stock Is Still Cheap
DPZ stock still looks undervalued, and its target price is 19% higher at $498 per share. Shorting out-of-the-money puts and buying in-the-money calls are good ways to play this.
Rethinking Safe Havens: Exploring Euro And Sterling Bonds Amid U.S. Uncertainty
Market participants are increasingly turning to other regions, including the euro and sterling bond markets, which are gaining traction as alternatives for market participants seeking stability and value in today’s shifting landscape.
38 Percent Of Home Builders Cutting Prices, 68 Percent Offer Incentives
But incentives and price cuts are not helping buyer traffic.
Deflation?
The economy currently shows signs of strength, with rising commodity prices, inflation trending upward, and bond yields hovering near 5%.
Gold Softens After Record Rally But Remains On Track For Ninth Weekly Gain
Gold hits another all-time high near $4,380 before slipping below $4,300.
Macro Briefing - Friday, Oct. 17
Bitcoin’s correlation with U.S. stocks (S&P 500) has been rising recently, raising questions about the cryptocurrency’s value as a diversification tool for portfolio strategies.
Gold On Verge To Correction As It Mirrors 1979, Here Is The Downside Target And Strong Buy Level
Analysis the chart of gold and its meteoric surge.
Is The U.S. About To Experience Another Bank Crisis?
Shares in banks, and particularly regional banks, imploded yesterday. At one point the regional bank index was down 7%.
30-Year Fixed-Rate Mortgages: Why These Are So Weird
Home mortgages seem weird. Years ago, we lived with a simpler mortgage system, but that collapsed. The new system looks clunky, but it works.
Market Premium For 10-Year Treasury Yield Falls To 12-Month Low
The spread for the US 10-year Treasury yield over a “fair value” estimate has narrowed to the smallest gap in a year.
Dividend Stock Analysis: Consolidated Edison, Inc.
As a regulated electric and gas utility with a focus on power transmission and delivery, ED produces strong and stable earnings and cash flows.
Sensex Today Ends 485 Points Higher; Nifty Above 25,700
After opening the day higher, the benchmark indices continued their upward momentum and ended the session in green.
The Week Ahead – More Headaches For Central Banks
Last week’s brief sell off saw traders ignore the bigger picture as the Nasdaq looks for a fresh record.
BlackRock: Trade Engine Strength Meets Active M&A And Crypto Push
BlackRock is enhancing its market position through strategic initiatives in private markets and crypto, while preparing for upcoming earnings that may influence investor sentiment.
GBP/USD Outlook: Pound Soars As Fed Voices for Easing
The GBP/USD outlook indicates bullishness as the pair trades around 1.3450, now entering its third-day winning streak, amid expectations of Fed easing.

