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Daily Market Commentary

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Hedging Extremes Highlight Fear

By RIA Team, Aug 7, 2024

The two graphs below tell us the market was petrified on Monday and willing to pay exorbitant...

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The Yen Carry Dump

By RIA Team, Aug 6, 2024

CLICK HERE for a short video on the state of the markets and yen carry trade. Weak employment data,...

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Are The Credit Markets Cracking?

By RIA Team, Aug 5, 2024

This past weekend’s Newsletter discussed how yield curve un-inversions have an excellent...

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The Election Nears: What Can Investors Expect?

By RIA Team, Aug 2, 2024

As the election nears, investors will become more anxious about how the market may react to each...

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A Fed Cut In September Nears Certainty

By RIA Team, Aug 1, 2024

While it’s far from guaranteed, a Fed rate cut in September is looking increasingly likely....

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Hedges For A Volatile Market- Answering A Reader Question

By RIA Team, Jul 31, 2024

A SimpleVisor subscriber asked us a poignant question; we think the answer is worth sharing. Simply...

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McDonalds Issues A Health Warning

By RIA Team, Jul 30, 2024

Yesterday, McDonalds issued a health warning in their earnings announcement. The warning is not...

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Doctor Copper Warns Of Slowing Growth

By RIA Team, Jul 29, 2024

Copper is often called Doctor Copper as its price serves as an economic barometer. Before Friday,...

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Is The Market Decline And Rotation Due To The Yen?

By RIA Team, Jul 26, 2024

Can we blame the yen for the recent market decline and severe rotation from large to small caps?...

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Bill Dudley Says Cut Rates Now

By RIA Team, Jul 25, 2024

In a stunning reversal of opinion, ex. New York Fed Governor Bill Dudley now calls on the Fed to...