The Dollar Is A Reserve Currency, Not The Reserve Currency
The concern about the dollar losing its status as the reserve currency is silly. But there is a real issue with banks, pension funds, and other investors moving away from dollars.
The Weak Dollar Narrative
Wall Street loves a simple story and is happy to jump on a trend with momentum, selling products to unwitting consumers. A good example of that lately has been the “weak dollar” narrative, which has pushed investors to chase foreign assets.
The Stock Market Is Showing Signs Of Technical Breakdown
While the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000. The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.
From Multilaterism To Power Politics: The Dawn Of A New Global Order
The world is in the midst of a generational shift.
Stop Thinking About Emerging Markets As One Big Blob
U.S. investors are waking up to opportunities outside our borders, and that’s a good thing.
Back To Risk-On Now?
Inflation worries are again on the back burner, and that made for quite some moves in cyclicals and interest rate sensitive names.
Technical Market Report For February 14, 2026
The high level of new lows continues to be worrisome.
Archimedian Leverage, Hubris, And The God Complex
Leverage, once a vital tool, has become an existential weapon
These Charts Have A Lot To Say
Since Jan. 28, we’ve had a collapse in gold and silver prices, a blowout in the cryptocurrency world, and one of the worst momentum selloffs in over a decade. Selling pressure has increased. Let's take a closer look at some charts.
Green Shoots Or Just Weeds? What This Week’s Data Signals
Spring may be approaching (even if the cold weather outside says otherwise). 'Green shoots' are once again poking through in the global economy. But which ones will flourish, and which will turn to weeds?
IGV: Why Trading This Massive Software Slump Could Pay Off
While markets sit near all-time highs, massive rotations have created wide dispersion -- especially in technology stocks. But history and evidence suggest that now could be a great time to buy beaten-down software stocks.
