Stocks to own upon good vaccine news

Could stocks rally further upon happy news around a covid-19 vaccine or treatment? Sure they could, but we suspect it will be a very different group or stocks that rally. Thus we are likely to see a strong sector rotation out of stuff that has rallied and into stuff...

Preparing for higher volatility this fall

https://youtu.be/GGxF0LIy2fw Historically stocks and other markets see an uptick in volatility in the fall (September and October specifically). Coupled with a US election and COVID-19 this year, it makes sense to us to prepare for this now with a specific options...

Is gold still a buy?

While we remain very bullish gold and gold related assets here from a longer term perspective, in the near-term warning signals are everywhere that this rally is getting long in the tooth. Watch the video...