Will stock inflation, now being referred to as a giant bubble by a string of top investors, eventually pop in September, which is notoriously the worse month for stocks? As Darren Winters notes, in the wake of the 2020 pandemic great lockdowns, the central banks have been in cahoots with unprecedented liquidity injections. So, the …
Precious Metals Inflation Trade
The precious metals inflation trade continues to be a star performer, as Darren Winters points out, right now gold is up 2.34% on the day approaching $2,000 an ounce and silver has jumped more than 5% on the day near its 52 weeks high at $27.5 an ounce. The debasement of currencies through the central …
Smart Capital Flows
Could smart capital flows be our best clue where prices are heading? In a hyper financialised market, with trillions of dollars of liquidity from the major central banks, the fundamentals have become irrelevant. Moreover, the technicals as a price guide can be useful, but it’s shortfall being that this type of chart analysis is based …
Digital Cloud Widens
The digital cloud widens as more of the way we share information, store information, and conduct our lives goes digital. So cloud services are booming as the digital cloud widens, which is one of the many macro trends I have identified emerging as the world goes increasingly digital in a post-pandemic new world. Proximity to …