Knowing the motivations of market movers can keep you three steps ahead. So, rather than chase the next hot stock… We focus on where institutional capital is deployed. A good example is Shopify (SHOP). Stock Chart During the bank turmoil, most people sold everything and stuffed it under their mattresses… yet a wave of institutional…
“China ‘ready to fight’ after military drills near Taiwan.” — ABC News. Here’s a quick note on escalating tensions in Taiwan’s Strait. If you’ve got cash in any of the seven asset classes in immediate danger… Please pay attention as events unfold in the days ahead. World’s Most Dangerous Waterway Taiwan Taiwan’s Strait is so…
Map of the world with secondary economy countries The U.S. has been such a dick about foreign policy over the past decade… I’m not surprised other countries are finally getting around the dollar hegemony. On March 29th, Florida Senator Marco Rubio went on Fox News to sound the alarm about the parallel economy developing among…
Endless money printing, sky-high debt, and senseless geopolitical conflicts. It was only a matter of time before other countries got fed up. Hence, we’re witnessing a massive realignment of geopolitics and global trade… With profound implications for the U.S. dollar. There’ll likely be unprecedented volatility in the months and years ahead. So it helps to…
It’s still ugly out there in bank-land. While regulators are deciding what to do about Silicon Valley Bank’s assets… Another bank stock has been cut in half. Chart First Republic Bank’s (FRC) equity is having a rough one (forget today’s fake 29% rally). And if you’ve been keeping up… You know the issues with U.S.…
