Independent thinking for complex markets and current events
From a macro perspective the tariff policy outcome is far more important than the nuances of the big beautiful bill. Even with the China "deal" a couple weeks ago rates are still quite elevated, with the question ahead of whether further relief comes or we revert back. pic.twitter.com/96CKCNBmFm — Bob Elliott (@BobEUnlimited) May 22, 2025 …
Bob Hoye is a trained geologist, successful resource investor and economic historian. Bob is the chief investment strategist for chartsandmarkets.com.
Recent reports have sparked concerns as multiple indicators paint a grim picture for the economy. In line with JP Morgan’s data, hedge funds are observed to be drastically reducing their long exposure, reflecting an unprecedented level of caution in financial markets. Meanwhile, the trucking and freight industries are showing signs of a severe downturn. With …