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…
Victor Adair11 October 2025
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…
Victor Adair28 September 2025
Keep dancing until the music stops The S&P 500 Index closed the week at 6664, a new record high, up 10X from the March 2009…
Victor Adair21 September 2025
The highest conviction trade in the world The highest conviction trade in the world is that the Fed will cut short-term rates by 25 basis…
Victor Adair14 September 2025
The summer doldrums are over - tensions and volatility surge, creating great trading opportunities! Gold is at record highs, in nominal and inflation-adjusted terms. Comex…
Victor Adair8 September 2025
The times they are a-changin' August feels like the lull before the storm that strikes once we get past Labour Day. The meandering price action…
Victor Adair31 August 2025
Powell was more dovish than expected at Jackson Hole Powell's speech on Friday morning was the most anticipated financial event of the week. Following the…
Victor Adair23 August 2025