Stocks down - US Dollar and interest rates up Leading American stock indices fell to their lowest levels in over a year this week while…

Stock indices finally got the message from the credit markets, and they didn't like it! Interest rates across the curve have been surging higher since…

Are price reversals coming, or did we enter a new paradigm? There are trend followers, and there are people who like to pick tops and…

Bond yields continue to surge higher The announcement on Tuesday by Fed Governor Lael Brainard, a former dove (and Biden's nominee for Fed Vice-Chair), that…

The Fed is finally ready to roll After much hesitation, the Fed is signalling that it will raise interest rates aggressively over the next several…

Interest rates are surging higher American interest rates hit All-Time Lows in August 2020. Short rates stayed close to zero for the next fifteen months…

The best weekly equity market rally in two years was "setup" by extremely negative sentiment The Vanguard Total Stock Market ETF (VTI) had its lowest…

The inevitable consequences of soaring commodity prices In last week's Notes, I wrote: "There are always unexpected consequences. Somewhere in the world, there is a…