The market is undeniably bullish. Everywhere you turn, investors are getting rewarded for buying stocks, not selling them.

However, from time to time, I like to play devil’s advocate. It helps me stay objective and avoid any...

When it comes to the US markets, Tech stocks are the heavyweights.

They make up roughly 30% of the S&P 500 and hold significant weight in the major indexes.

These are cash-rich, profitable companies...

The Dollar has been surprisingly quiet over the past six months — barely moving on the surface.

But beneath that calm, commercial hedgers have been steadily accumulating at levels we haven’t seen since 2021.

...

Hello Again, Spirit Animals!

I'm headed away with my family on a much-needed tropical vacation.

The markets have been good to me, and it's time to step back and appreciate that goodness with the people who are my heart...

Sector rotation is the lifeblood of any bull market.

As we head into Q4, I’m thinking about where the next wave of outperformance comes from.

Small-caps have been left for dead. Nobody wants to touch them, and sentiment couldn’t be more...