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…
Victor Adair16 April 2022
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…
Victor Adair2 April 2022
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…
Victor Adair26 March 2022
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…
Victor Adair19 March 2022
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…
Victor Adair12 March 2022
Existential stress is causing extreme capital flows The Euro plunged ~5% against the USD and ~6% against the Swiss Franc since February 10th. It is…
Victor Adair5 March 2022
The Russian Blitzkrieg invasion of Ukraine initiated DRAMATIC surges and reversals across markets The S+P plunged to a 9-month low early Thursday morning (down ~15%…
Victor Adair26 February 2022