When you focus on themes instead of tips, the surprises are almost always on the upside. That’s how fortunes are made.
Falling rates lower risk and drive money into equities. The Fed’s latest cut may have just set the stage for a new bull run.
From Nvidia to Oracle, deals are piling up fast. Add in falling interest rates, and the Big Tech story still has years to run.
One client turned $500k into millions by following a simple rule – good things happen to stocks in good sectors.
The Fed has spent decades fumbling policy, fuelling bubbles, and protecting Wall Street – it’s time for real change.
The AI story is just beginning. Oracle’s results show demand is booming and growth has years, if not decades, ahead.
A bull market forgives every mistake – until it doesn’t. That’s when investors discover who’s really swimming naked.
Some of the best gains happen when prices are already overvalued. The trick is spotting when the herd finally turns.
Central banks are quietly selling bonds and buying gold – a clear warning sign the bond market may be losing control.
$1 trillion a year in interest and $9 trillion in bonds to roll – Ray Dalio says the US debt cycle is fast reaching breaking point.