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🍔Gold and Silver Melting
Plus: Deep dive into Kevin Warsh, the next Fed Chair...
Feb 1
25
9
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Discussions
🍔2 Crises This Week
Greenland invasion and tariffs; Japan bond market crash
Jan 25
19
7
🍔Software Companies are In Trouble
Small cap stocks successful break out, SPX and tech fail
Jan 18
21
9
🍔Indexes Breaking Out! Time to Buy!
The bull market continues; all-time highs incoming
Jan 11
21
10
🍔Our 2025 Performance: +23%
Beating the S&P500 with lower risk. Better than buy-and-hold!
Jan 8
9
1
🍔Gold and Silver Lose Shine
Plus: Venezuela incursion is not what it seems
Jan 4
27
8
🍔War on Christmas
Santa rally came just in time
Dec 28, 2025
24
1
11
🍔Deluge of Delayed Data
More interest rate cuts are likely coming
Dec 21, 2025
17
7
🍔Where We Are in the AI Cycle
Past the buildout phase and entering the adoption phase
Dec 14, 2025
24
10
🍔The Year-End Chase is On
AI is becoming commoditized, but Google has reach
Dec 7, 2025
19
9
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MKTCONTEXT
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