Market reaction to the Israel/Iran war has been muted Israel and Iran are at war, but you wouldn't know it from looking at this S&P…

Israel attacked Iran - price action was subdued Nymex WTI futures spiked ~$10 on the news, to the highest prices since January, but closed the…

Silver surges to a 13-year high Comex July silver futures reached a 13-year high of ~$36.50 this week, up ~10% for the week and ~30%…

Are bond markets about to "seriously object" to soaring government deficits? The 30-year US Treasury bond yield hit an 18-year high of 5.15% on Thursday.…

Global stock markets continue to bounce back from their April lows Given that the April 7 lows were created by extraordinary tit-for-tat tariff increases between…

Is a long-term rotation out of US assets beginning? The S&P hit all-time highs in February (Trump's new Golden Era would be American exceptionalism on…

The 180-degree turn in market sentiment from bearish to bullish has been sustained, powering the S&P higher for nine consecutive days The S&P was down…

Markets hit "peak uncertainty" on Monday and then reversed dramatically! The US Dollar, bonds and stock markets closed near their lows on Monday, while gold…