Market Overview Analysis & Opinion

As the Fed started lifting interest rates aggressively in early 2022, pundits almost universally declared the end of the housing market. Taking the rather lazy approach of projecting what happened in...

With Silicon Valley Bank and Credit Suisse (SIX:CSGN) defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has been lower interest rates...

PODCAST: How Bank Failures Could Impact Canadian Real EstateEditor's note: this content is best viewed on Desktop or the Android App How could the recent demise of Silicon Valley Bank (SVB) impact the...

Ahead of the next FOMC meeting, here's a recap of what's actually behind the financial uncertainty.On March 22, the Federal Reserve will announce its next interest rate move at the Federal Open Market...

GoldToday will see further volatility in gold. The price activity over the last two days has been poor, but remember that the price is already flirting with its all-time high. As a result, it is very...

“QE” or “Quantitative Easing” has been the bull’s “siren song” of the last decade, but will “Not QE” be the same?Last week, amid a rash of bank...

In this week’s newsletter, we’re going to provide you with an inflation update based on some of last week’s important data releases and also share some general thoughts on risk...

The complex details of SVB's failure are still unknown, and the current state of affairs is driven by emotions Bond market volatility has risen to levels not seen since the Great Financial Crisis and...

The collapse of the Silicon Valley Bank rattled the markets, but the consequences are yet to be felt. In this report, we dive deeper into why we believe this is a systematic problem and why it creates...

Fear, greed and bias reinforcement sell. Reality, at any given time? Not so much. A look at stocks, commodities, inflation, gold and silver through a contrary lens.As I continue to get more...

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: Deja Vu NOT All Over Again – Stock Market (and Sentiment Results)… “Recency bias, or...

“Recency bias, or availability bias, is a cognitive error identified in behavioral economics whereby people incorrectly believe that recent events will occur again soon. This tendency is...

Inflation trades are fading and gold (NYSE:GLD) is ascending to its rightful place in the disinflationary macro.The favored plan is working out well as we planned the Q4 (2022) – Q1 (2023) rally...

As portfolio managers, this is the question we ask ourselves daily. Since the lows of last October, the technical backdrop has improved markedly, as we discussed last week: “Our most critical...