Market Commentary Blog Posts

For years, startups like Yieldstreet have promised to lift Wall Street’s barriers. Their pitch: instead of sticking with stocks and bonds, why not get access to the same “alternative” investments as the ultra-wealthy such as real estate projects,...Read more

Ever since the advent of the "Greenspan Put", the actions of the Federal Reserve Board, and specifically the FOMC, have always stolen their fair share of headlines. Recently, the noise surrounding the FED has reached a deafening level as it is...Read more

Yesterday, President Trump slapped—or at least threatened to slap—50% tariffs on all imports from Brazil. The reason given to justify said levies against Brazilian goods was the nation's prosecution of the current regime's primary challenger, Jair...Read more

Currently, the stock market rally has been defined by a complete lack of Leadership. Leadership is a concept that I was introduced to by James Stack over 25 years ago. He used it as one of his tools to identify the 1987 top and the early 2000s dot...Read more

Stanley Drunkenmiller, the legendary investor whose track record makes Warren Buffett's seem pedestrian, is on the record saying he is short US Treasuries (i.e. betting on higher interest rates). This announcement is quite incredible for two reasons...Read more

Goldman Sachs, possibly the de facto leader of Wall Street, is calling for much lower average returns for the S&P 500 over the next 10 years. Here is excerpt from Yahoo!Finance: Goldman Sachs forecasts that over the next decade the S&P 500...Read more

[Disclosure: We own several uranium mining stocks including, Cameco (CCJ), Denison Mining (DNN), Nexgen Energy (NXE), Uranium Energy (UEC), and Energy Fuels (UUUU).] Amazon announced last night that they will be building small nuclear reactors in an...Read more

(Disclosure: Our firm and our clients' SMA accounts are long various energy contracts, ETFs, and equity positions linked to the oil and gas space.) This morning, CNBC posted an article titled " Why oil prices haven't skyrocketed on Middle East...Read more