“By far the best economic predictor I’ve ever met is the inside of the stock market.”— Stanley Druckenmiller

Everyone wants to debate what the Fed is going to do next. I prefer watching what the market is already doing.

...

You won’t know it’s the last run.

The last workout.

The last trade.

The last laugh with an old friend.

The last hug from your parents.

The last time you hear your favorite song.

The last sunrise you wake up early...

One of the biggest mistakes investors make is assuming a trend is over simply because prices have corrected.

Cocoa is a great example.

The...

For the last few weeks, I’ve heard the same argument over and over again: the energy trade is over.

Maybe. But that’s not what the data is telling us.

Let’s start with the first chart.

The year to date performance...

Last week everyone was celebrating.

The war was over.

Energy was dead.

Time to move on.

I’ve been saying for months that this situation wasn’t going to be solved overnight.

Nothing that has happened over the last 48 hours...

Last week everyone was celebrating.

The war was over.

Energy was dead.

Time to move on.

I’ve been saying for months that this situation wasn’t going to be solved overnight.

Nothing that has happened over the last 48 hours...

One thing I’ve learned over the years is that when a group of stocks starts showing up on our scans again at the same time, you pay attention.

That’s exactly what’s happening right now with shipping stocks.

Take a look at the Macro...

The last few months haven’t been easy.

Markets have been choppy. Leadership has rotated. Breakouts have failed. Trends have stalled. Some positions have worked. Others have been stopped out.

In other words, it’s summer.

If you’ve...

For the last few weeks, investors have been asking whether the recent dollar strength marks the beginning of a larger move higher.

Maybe.

But if we’re going to get a sustained bull market in the dollar, one thing probably needs to happen...

One of the biggest takeaways from the recent Fed meeting is that I remain bearish on long-term bonds.

Actually, I may be more bearish than I was before.

The reason is simple. The Fed can talk tough. The Fed can talk dovish. The Fed can...

One of the biggest misconceptions in investing is that professional traders spend their days looking for the next 10x winner.

Most don’t.

In fact, many of the greatest traders in history built their careers doing the exact opposite.

...

Overnight, headlines hit the tape that the United States and Iran are preparing to formally sign an interim peace agreement that would reopen the Strait of Hormuz and begin a new round of nuclear negotiations.

The market’s reaction was immediate...

For years, investors have been conditioned to think about commodities through the lens of traditional demand. Housing needs copper. Cars need steel. Data centers need electricity. That’s all true.

But we’re entering a new era where an entirely...

For the last year, I’ve been talking about how the biggest risk to the global economy wasn’t recession.

It was stagflation.

Now the European Central Bank is effectively telling us the same thing.

Look at the chart.

...

A lot of investors are looking at the recent volatility in precious metals and assuming the commodity trade is over.

I think they're looking at the wrong part of the market.

Could we be near the end of the precious metals leadership phase...

This note is from one of our superstars here at All Star Charts. Grant Hawkridge from The Daily Number.

Today's number is… 642

Every few days we seem to get the same story.

A ceasefire is holding.

A deal is close.

Hormuz is about to reopen.

Peace is right around the corner.

The media runs with it. Politicians hold press conferences. Analysts...

Every few days we seem to get the same story.

A ceasefire is holding.

A deal is close.

Hormuz is about to reopen.

Peace is right around the corner.

The media runs with it. Politicians hold press conferences. Analysts...

Every year we get the same chart.

Money market fund assets hit another all time high.

Financial media rolls out the same explanations. Investors are scared. Warren Buffett is sitting on cash. Institutions are defensive....

Everyone wants those life changing returns.

Not the “beat the S&P by 2%” type.

I’m talking about the years where you make 100%+… the ones that actually change your life. The ones you retire from.

Those don’t come from picking one...

What You’ll Learn: 

• Why the yield curve quietly drives gold more than headlines
• What...