5 Scary Charts Everyone Needs To See

5 Scary Charts Everyone Needs To See

While we remain constructive risk assets such as growthier equities here in the first couple of quarters of 2021, the back half of the year and possibly going into 2022 will likely bring about a reality check. Please be aware of these 5 scary...
Overbought Alert!

Overbought Alert!

Stocks and other risk assets are having another great start to the year. While we remain constructive through the first quarter or so of 2021, in the immediate to near term things are getting frothy. Small caps, semiconductors and many more are reaching notable...
Why the USD is so important for stocks

Why the USD is so important for stocks

A major driver of equities and commodities to the upside over the past nine months has been a plummeting US dollar. Getting a handle on what direction the dollar is moving is a key part of getting the direction of equities and commodities right, all else being...