Speculative excesses peaked in February and markets have been in a correction phase. Time for a bounce? The stock market rally from the March 2020…

Interest rates surge higher: speculative bubbles pop. US Treasury 10-year bond yields hit a record low ~0.52% early last August (as gold hit a record…

Interest Rates Are Sharply Higher On Reflation/Inflation Concerns Copper is at a 10-year high and has doubled in the last 11 months. Half of those…

My "New Commodity Bull Market" presentation at the 34th annual World Outlook Financial Conference February 5, 2021 was a follow-up to last year's conference when…

North American Stock Indices Keep Rocking The major North American stock indices hit new All Time Highs again this week even as Old School valuation…

Old School valuation metrics don't matter these days, we're trading mass psychology In 3 of the last 5 weeks the DJIA futures have had more…

Did somebody ring a bell? An earthquake rumbled through the financial markets this week and sharpened everybody's sense of risk. There's been a growing concern…