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Many analysts bearish or indifferent toward gold a year ago have jumped aboard the bullish bandwagon. Almost no one is mentioning palladium, by far the most depressed metals in recent years.

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Impact effect? Risk-off and lower Treasury yields. No break of prior ranges on market rates but it smells like they want to go lower ahead. It feels like this could unravel further negative.

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Weekly Commentary: Critical Market Juncture

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Topping the list and outperforming in that span have been emerging market countries like Brazil and India, which are both up well over 6.5%. Click to read.

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Ambev faces stagnant growth and an overvalued P/E ratio. Learn why ABEV stock is rated a sell due to limited prospects and currency risks.

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Tariffs are the centerpiece of a radical plan of U.S. reindustrialization and self-sufficiency - fundamental to MAGA.

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The U.S. stock market is struggling to find stability amid shifting economic policies, trade tensions, and concerns about stagflation.

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Heading into 2025, a handful of mega-cap tech companies had tilted the U.S. public equity markets meaningfully into growth territory. Read more here.

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The idea of a U.S. gold revaluation is making the rounds, though it’s far from a base case. Click to read.

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China's AI breakthrough, persistent inflation, gold’s outperformance, and rising energy demand underscore a shifting investment landscape. Click to read.

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In this blog, I review the performance of three indexes representative of asset classes that an allocator might include in a real asset bucket.

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The financials sector performed strongly in global markets during Q4, largely due to a combination of monetary easing and dovish commentary from key central banks.