The Case For and Against a Rate Cut, Divergent Stocks, Dollar Doldrums, Gold Tanking, Yields Not Cooperating (video)

Clients, please sure to take this one in when you have a few minutes!

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

So What Gives With the Dollar?

Conventional wisdom, and popular opinion, say that interest rate differentials drive a currency more so than virtually any other factor. 

While what immediately follows supports that notion, it’s, indeed, like today, not always the case.

Our base case:

The setup for the US dollar, for the next several years, lends very high odds to a declining trend.

The Fed Doesn't Lead, It Follows... Stocks Heavy, Gold Giving Way (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Our Tilt, Global Reserves Trends, Current Conditions, and What Could Go Right (Or Wrong) In The 2nd Half (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

The Fed's Latest, Credit Card Trends, Our Bullishness Beyond, and Correction Prospects Come Summer (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Intermarket Confusion, Gold Stays Golden For Now, And The Risk In Rate Cuts Right Here (video)

Dear Clients, another important one to take in:

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

CPI Surprise, Valuations Globally, And Sustainability's In Question For US Stocks (video)

Dear Clients, this is an important one to take in.

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Stagnating Below the Surface, And The Fed's Cost-(and yield)-Pressure Constraint (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Goes With Populism (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.