It's been a great week down in Miami visiting family.
We had our first child in the middle of covid, and then had twins 2 years ago. So traveling hasn't exactly been at the top of the priority list, like it used to be for us before kids.
Why? Because tariffs create immediate uncertainty. They slow growth, tighten financial conditions, and drive a flight to safety — all of which are bond bullish in the short term. We’ve seen this playbook before: geopolitical tension or trade...
On Wednesday, the United States announced new tariffs against dozens of countries. This set off a wave of selling pressure, which appears to have no end in sight.
It sure is acting like it. I'm very impressed with how Bitcoin has held in this week. Yes, it's down for the week like everything else. But the damage relative to tech stocks is minor.
Feels like now might be a good time to wade in with a mildly...
We love our bottoms-up scans here at All Star Charts. We tend to get really creative when making new universes as we want to be sure they will deliver us the best opportunities the market has to...
