Upon hearing of the ceasefire, oil prices plummeted by nearly 20%, and the stock market surged. In...
The Berkshire War Chest: A Crisis Hedge?
Berkshire Hathaway now sits on $373 billion in Cash. They have enough to buy 480 companies in the...
An IPO Surge Hides Behind The Fog Of War
While Investors remain fixated on the Iranian conflict and the extreme volatility of oil prices, a...
Is A Squeeze In Bonds Coming?
As sentiment shifts from a Fed rate-cutting forecast to one that now sees a chance of a rate...
Volume Profiles: Eyeing Resistance From Trapped Longs?
Volume profiling provides unique insight into the profit-and-loss position of recent investors by...
The Kohn Solution For An Uncertain Fed
Dario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.” His...
Why Gold Is Failing As A Safe Haven
There seems to be widespread disbelief among gold investors, as gold prices have fallen by over 10%...
The VIX Is Lying: Or Is It?
Expected and historical (realized) volatility are sending investors a puzzling signal. Because of...
Geopolitical Headlines Can Be Hazardous To Your Wealth
Geopolitical events are among the most reliable drivers of bad investment decisions. When headlines...
Unemployment Flashes A 100% Recession Warning
Albert Edwards from Societe Generale posted a graph similar to the one on the left below. It tracks...
