The correction we have been expecting for some time is now underway.
Inflation Breakout: Demand Pull Moving To Cost Push
Inflation has broken out and gold has broken out to a two- or t… Read More
As we noted in our main piece this week, we believe it’s very important for investors to revisit their commodity allocation now, while rising inflation is still in early innings. … Read More
Fourth-quarter earnings continue to come in very strong. As of now, the fourth quarter of 2020 is coming in positive — 2% up from the final quarter of 2019, when analysts had exp… Read More
Many forces are at work that could result in a correction for U.S. markets: uncertainty around the trajectory of the pandemic; the worrisome prospect of a contested presidential election; an… Read More