The Fed Mutes The Messenger
Chart Advisor: Inflation Rotation
Beta or Quality?
Chart Advisor: Siding With Risk
Securities Lending Report: 2/22/21 – 2/26/21
Chart Advisor: Still A Go
Ark of Schadenfreude
Chart Advisor: About Face
International Stocks Post-Covid
The Biden Put
Chart Advisor: Curve Turning
Myth-Busting Six Misconceptions about Thematic Investing
Fixed Income: Low Yields Don’t Tell the Whole Story
Chart Advisor: Vote of Confidence
What Has Driven Platinum to Multi-Year Highs?
ETF Battles: 4 Blockchain ETFs Clash in a Quadruple Header
Chart Advisor: Commodities vs. Tech
Growth and Technology Stocks Melt As Rates Continue To Rise
Semiconductor Shortage Sends Prices Higher, Set to Spur Huge US Subsidies for Chipmakers
Semiconductor manufacturing cannot keep up with a multi-faceted shift in the supply-demand balance. Factories are running at full capacity and there is no relief coming online in the short-term.
Securities Lending Report: 2/15/21 – 2/19/21
Quality & Value in Corporate Bonds
Chart Advisor: Sign of Inflation
Worried About Rising Inflation? Consider This Move.
Are SPACs in a Bubble? W/ Mark Yusko
Chart Advisor: Wants Over Needs
A PM’s Take on Megatrend ETFs
Access to shared information has dramatically broadened the competitive landscape to include companies of all market caps and geographies. With this, the world has changed, and portfolios need to change with it.
Chart Advisor: Hedging Hint
Hong Kong Rallies On Return From Holiday, My Charts Don’t Lie
Asian equities were largely off as Hong Kong had a strong day along with Taiwan, which returned from holiday by ripping +3.54%.