There’s plenty to like about this bull market — breadth is expanding, Emerging Markets are breaking out, and small-caps are holding above prior cycle highs.
Gold and Silver are gunning for new all-time highs.
Over the past few weeks, we’ve spent a lot of time talking about just how extended this precious metals trend has become and why it would make sense for the market to pause at any moment.
After all, going into late January, Gold, Silver,...
If you're new to options, the concept of an "expiration date" might feel like a limitation. After all, stocks don't expire. Why would you want to trade something with a ticking clock?
We have to start with the regime.We are not in a deflation scare.We are not in a risk-off unwind.We are not in a bond-led slowdown.We are in a reflationary environment — and more importantly, we are late enough in that regime to see leadership shift....
In simple terms, the company behind today's trade owns the buildings that power e-commerce and global supply chains.And the chart over the past year suggests this is a good business to be in.
With all-time highs within sight, it feels like a...
