CHART 1 – GOLDEN YEAR Precious metals are having a banner year with the gold…
CHART 1 – CAPE FEAR There is some chatter that equity markets may be approaching…
CHART 1 – PRICES PERKING UP Is US inflation resurfacing just as the Federal Reserve…
CHART 1 – A CHEERY EARNINGS CONSENSUS The chart below shows consensus earnings expectations for…
CHART 1 – DEFENDING THE FISCAL DEFICITS We are in an era of fiscal dominance,…
CHART 1 – COVID REDUX? The global economy looks like it’s just been hit by…
CHART 1 – DOLLAR DOLDRUMS US bond yields and the US dollar typically move in…
CHART 1 – A STRUCTURAL TAILWIND FOR GOLD Demographic trends and technological advancements are reshaping…