Independent thinking for complex markets and current events
There’s nowhere else to park cash with bonds broken, crypto unstable, Japan hiking, and China already heated. Metals aren’t just a trade, they’re the last real safe harbor left before the next wave hits. BofA's contrarian sell signal got triggered Since 2002, 16 sell signals have been followed by a median 2.7% decline in global …
"Small traders are holding one of their most extreme net-long positions in gold futures in over a decade, historically a contrarian signal that has often preceded weaker 13-week forward returns." – @thedailyshot pic.twitter.com/KA4nxcqd3p — Lance Roberts (@LanceRoberts) May 7, 2025 So let me understand this. People are getting inflation refund checks so we can create …
Bulls keep agreeing that everyone is bearish so it's contrarian to be bullish. In what can only be described as the biggest circle jerk in market history. Here is the put/call ratio since the Liberation Day shock which occurred on April 2nd. Which was followed by the China shock… pic.twitter.com/ZsFJjjEf4a — Mac10 (@SuburbanDrone) April 13, …
by PrestigiousCat969 The Stoxx Europe 600 Index is up 6.6% in January, its biggest monthly gain in two years, vs the S&P 500 at 3.2%. Stoxx 600 at 14 times estimated earnings compared to the 22 multiple for the S&P 500.
For years, tech has felt like the safest bet, the untouchable giant. But maybe the real opportunity is in the places most are too cautious to explore. Over the past decade, the fund has maintained an average annual return close to its long-term target of 4%. However, Nicolai Tangen, CEO of Norges Bank Investment Management, …
Authored by Charles Hugh-Smith via oftwominds, A social media company has the right to decline publishing my opinion, but the government’s ability to restrict what the social media company publishes is restricted by the First Amendment. We all know what “free speech” means: it’s our right to say whatever we want, whenever we want, wherever …