Nouriel Roubini's ETF Is Doing Well
A look at USAF: an all-weather ETF using gold, T-bills, options, and defense exposure to mimic AGG without the rate sensitivity.
Week Ahead: Fed To Cut But RBA, SNB, And Bank of Canada Set To Hold, And Market Thinks They Are Done
Lucky Or Good: 2 Month Netflix Short
Let's see how Netflix’s failed bounces, bearish weekly structure, and a new $83B Warner Brothers acquisition pushed the stock straight into key monthly support, while Spotify mirrors the same weakness with a target near its 100-week level.
Is The End Of QT A Green Light For An Asset Rally?
The Fed just ended QT early—far before repairing the balance sheet damage from 2020–22. Here’s what this shift toward accommodation means for stocks, gold, bitcoin, inflation, and asset markets heading into 2026.
Bond Market Signals A Rate Surge May Be Coming Soon
Liquidity remains tight despite temporary easing from Treasury paydowns, leaving funding markets sensitive ahead of Wednesday’s Fed meeting.
Americans Worry Most Among Developed Nations About Food Security
While concerns about food and water safety peaked in Europe during the pandemic, worry has remained elevated in the US.