Markets
Market context, chart-driven reads, and weekly advisor talking points.
- Markets
Everyone Is Long Commodities… and That’s Exactly the Problem
After three decades of managing money, I have learned to be THE most skeptical of the trades that feel the most inevitable.
Lance Roberts - Markets
The Market Just Drew Its Battle Lines - Now Comes the Real Test
What happens next will likely be decided around a handful of key levels that are acting like magnets for price.
Anna Radomska - Markets
Iran Strait Crisis Isn’t Over: Markets Celebrate Too Early as Trump Pauses Project Freedom
I think the market is wrong. Again. Just like it was in the case of the previous TACO rallies. Technically, nothing really changed.
Golden Meadow - Markets
Mag 7 Spending Surge Is Reshaping Markets More Than Oil Prices Ever Could
With oil rising, Mag 7 monetization fears growing, and the Fed in disarray, what marks markets at new highs?
David Waddell - Markets
Earnings Boom Is Powering Markets Higher Even as Risks Pile Up
Despite rising oil prices, sticky inflation, ugly consumer sentiment, and a cautious tone from the Fed, there was just no holding the market back
Stephen Kates - Markets
The Role of Consistency in Emerging Markets
Emerging Markets are often characterised as volatile and unpredictable, and to some extent that is fair.
Guest Contributor - Markets
Stocks Shake off Crisis After Crisis as Earnings Outlook Strengthens
Since the market low, the S&P 500 is up 13%. Last year, one month after reciprocal tariffs were postponed, markets had also jumped 13% off the lows.
J.P. Morgan Asset Management - Markets
Does The Treasury Hold The Next Market Tailwind?
The Treasury General Account (TGA) is effectively the US Treasury’s checking account held at the Fed.
Lance Roberts - Markets
The Iran Crisis Is Revealing America’s Most Powerful Investment Advantage: Energy Dominance
America’s evolved energy profile would be a big deal for our economy, national security and international standing at any point in time
- Markets
Market Correction Risk Is Stacking Fast Into Summer
It’s driven by four of them showing up together, and ignoring any of them would be a costly mistake.
Lance Roberts
