Too much leverage? A couple of weeks ago, I wrote that "too much leverage is the market's Achilles heel." Google AI defines Achilles heel as:…

Quote of the week: "Hyperscaler cash flow can't cover the AI capex arms race." Mike Hartnett, Chief Investment Strategist, Bank of America The S&P and…

Sell the news? Leading global stock indices were at or near all-time highs this week, as Trump's Asian tour reduced trade tensions, the FOMC cut…

Gold prices corrected this week after closing higher for nine consecutive weeks, with prices up over $1,000 (~31%) from the August lows. Gold rallied above…

Leading global equity indices (and other risk assets) tumble on a sharp rise in US/China trade tensions China's announcement of comprehensive restrictions on rare earth…

Leading global stock indices surge to record highs The S&P has rallied ~40% from its April lows, up ~13.5% YTD. The S&P is up ~5.5%…

Buy The Dip has worked like a charm for years. Is it still a good idea? The S&P has rallied ~40% from its low in…