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…
Victor Adair20 February 2021
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…
Victor Adair12 February 2021
Old School valuation metrics don't matter these days, we're trading mass psychology In 3 of the last 5 weeks the DJIA futures have had more…
Victor Adair5 February 2021
I'm publishing this note on behalf of my long-time friend, Mike Campbell, the host of the Annual World Outlook Financial Conference. I've attended every one…
Victor Adair4 February 2021
Did somebody ring a bell? An earthquake rumbled through the financial markets this week and sharpened everybody's sense of risk. There's been a growing concern…
Victor Adair29 January 2021
Major US stock indices hit new highs on inauguration The major American stock indices hit All Time Highs this week when Joe Biden was inaugurated…
Victor Adair23 January 2021
The pro-risk trade is very extended / at risk of a correction My core trading idea for the past month or so has been that…
Victor Adair15 January 2021