Most investing noise doesn’t matter. Each year, only a handful of simple ideas really move markets and the challenge is spotting what others don’t.
Built for uncertainty, the Permanent Portfolio was designed to handle anything. The question is whether it still works today.
Familiar exposures can feel comfortable, though their performance often reflects factors investors don’t notice at first.
Stocks falling steadily are rarely hidden bargains. Avoiding them is one of the easiest ways to stay out of trouble.
Markets took the Fed cut in their stride, but the next move will depend on inflation data, jobs numbers and political pressure.
The pessimists say recession; the data disagrees. The gap between headlines and market reality has rarely looked wider.
A shift in global lending doesn’t usually make headlines, yet the sector holding up best right now gives away the impact.
Bitcoin’s rebound looks comforting, but the damage underneath the crypto market is real, and it could spill into equities fast.
Rate-cut expectations continue to swing wildly, and the Fed’s habit of getting the big calls wrong sits at the centre of it.
Mining cycles rarely give early warnings, but LSX’s framework shows why the next upswing might already be taking shape.