I wanted to offer some thoughts on Gold on this Thanksgiving weekend as Gold has reached a key price pivot and has seen sizable selling in recent weeks as the rest of […]

Four vaccine announcements. Janet Yellen to the Treasury. Donald Trump opening the path to a transition. Fed and ECB signaling more stimulus to come and yet, no new highs on $SPX and […]

Ah it’s that time of the year again. Everybody is piling into stocks. Valuations who cares. It’s the end of year seasonality when stocks always go up, the Fed has our back, […]

First off: Great news. As I’m sitting here in the UK with lockdown number 2 I’m very pleased to hear the news of the Pfizer vaccine. I hope it’s a winner. Yay […]

Time to put up or shut up for bulls and bears as we enter the final 2 months of the year and with the US election just a few days away. As […]

As our see no risks market continues chugging along near all time highs again you may have noticed that many of the gains since the September lows are again coming via magic […]

Amazing times all around. Most astounding perhaps the level of complacency building in markets into the US election and into year end. Most of the market appears to have adopted a see […]

Markets are faced with a multitude of binary events in the next few weeks all of which could have a positive or negative impact on markets. Examples abound: Either there is a […]

As long time readers know I’m a big fan of $VIX technical structures and compression patterns. Often dismissed as non chartable I think we’ve successfully to put that argument to bed a […]

We’ve just come out of a summer period where nothing seemed to matter with markets relentlessly accelerating high to suddenly everything mattering as we just saw the most aggressive correction off of […]