As Good As It Gets? The S+P 500 share index had its best 12-month advance EVER from March 2020 to February 2021 on the back…

Peak Stimulus? Buy the rumour - sell the stimulus checks? Stocks and commodities lurched higher, and the USD tumbled when Powell made it clear that…

DJIA soars 2,200+ points from last week's low to New All-Time Highs even as bond yields surge higher The US Treasury auctioned $255 Billion (!)…

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…