Knowing the motivations of market movers can keep you three steps ahead. So, rather than chase the next hot stock… We focus on where institutional capital is deployed. A good example is Shopify (SHOP). During the bank turmoil, most people sold everything and stuffed it under their mattresses… yet a wave of institutional capital flowed […]
“China ‘ready to fight’ after military drills near Taiwan.” — ABC News. Here’s a quick note on escalating tensions in Taiwan’s Strait. If you’ve got cash in any of the seven asset classes in immediate danger… Please pay attention as events unfold in the days ahead. World’s Most Dangerous Waterway Taiwan’s Strait is so […]
The U.S. has been such a dick about foreign policy over the past decade… I’m not surprised other countries are finally getting around the dollar hegemony. On March 29th, Florida Senator Marco Rubio went on Fox News to sound the alarm about the parallel economy developing among the BRIC countries. What The Status Quo Looks […]
Endless money printing, sky-high debt, and senseless geopolitical conflicts. It was only a matter of time before other countries got fed up. Hence, we’re witnessing a massive realignment of geopolitics and global trade… With profound implications for the U.S. dollar. There’ll likely be unprecedented volatility in the months and years ahead. So it helps to […]
It’s still ugly out there in bank-land. While regulators are deciding what to do about Silicon Valley Bank’s assets… Another bank stock has been cut in half. First Republic Bank's (FRC) equity is having a rough one (forget today’s fake 29% rally). And if you’ve been keeping up… You know the issues with U.S. banks […]
Just when you thought it was safe to get back into the water… Another C-word crisis tanks a prominent financial firm. Here’s the story (and what it means for investors). Silvergate bank, a cornerstone in the crypto world, was all the rage in 2021. They were “innovative,” providing capital and financing to many Web3 projects. […]
Another week, another example of why you shouldn’t take news headlines too seriously. Everybody knows the market was off to a great start in 2023. The Dow gained nearly 3% in January. The S&P 500 rose 6%. And the tech-heavy Nasdaq soared almost 11%, its best month since July 2022. This was because the Consumer […]
Seen the headlines today? Dozens of stocks that took a hit last year are suddenly picking up steam. But before you jump back into the markets with both feet… There’s something you should know. Let's start with a few points from my email today. Beyond Meat (which sells artificial meat) started today’s session with a […]
