The bull market in risk assets continues Bitcoin reached new all-time highs this week, up ~60% from the April lows. Silver surged to a 14-year…

The S&P, NAZ and TSE hit new record highs this week The S&P is up ~30% from the April lows (~7% YTD), the NAZ is…

This year's S&P rally to new all-time highs, after dropping more than 20% in three months, was the quickest ever! The S&P has dropped by…

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…