It's falling apart
Precious metals breakout, also increasing the likelihood of a deflationary Q1. Watch for falling financials, energy, yields, and commodity prices for…
The world's "black gold" continues to defy other market's deflationary signals. Rates and financials are the other renegades, suggesting the contra…
As PMIs peak in America, U.S. tech remains weak, while emerging market data continues to improve. The Dollar sell-off signals short-term "risk on…
A supply shock cascade is causing chaos around the globe, but who's really to blame?
Markets disagree with my view/econometrics, so I'm sticking with what works
"In retrospect, it was inevitable"
The 2022 "taper tantrum" is likely to blow over
See all
Social Media
Published Work