After years of underperformance, US small caps are flashing signals that suggest something meaningful may be shifting.
AI spending, a widening deficit and strong credit growth are combining to support the US economy and markets into 2026.
As Trump turns up the pressure, investors are focusing less on the Fed and more on what long-term bond yields are signalling.
The mining clock suggests the sector may be entering a new phase, one that historically runs longer than expected.
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.