On April 28th, I sat down with Maggie Lake on her show, Maggie Lake Talking Markets.
While we covered a lot of topics on my mind lately, the consumer is the ultimate test on the next market and economic direction. …
The semiconductor sector is a huge piece of the what-happens-next puzzle.
Those who know me know that I have talked a lot about the end of the bullish cycle in tech and many tech stocks since July 2024.
I rarely …
Wall Street professionals know a secret: the most powerful trading strategies don’t require constant screen time. While day traders watch every tick, top performers spend just minutes each week making strategic adjustments.
Sector rotation—shifting investments between market sectors based on …
Forget about looking for a “Trump Put.” There’s a much more reliable market ally in the White House.
Last week, we experienced another volatile “Bessent Bounce.” Perhaps this one has the potential to be the confirmation of a reversal in …
This past week I wrote a lot about the relationship between silver, gold, bonds, the dollar and S&P 500.
I also spoke in the media about those relationships as they are key right now to ascertain whether we are remaining …
The Tuesday Daily was about as timely as possible.
Here are some quotes from the piece
“When asked about buying gold here, after years of consistently talking about the bullish case for it, I answer the same way-
I am …
Financial markets may seem unpredictable, but professional traders know that sector rotation follows identifiable patterns. The key to consistent profits lies in detecting these shifts before the majority of investors catch on. Algorithmic trading has transformed this process, replacing guesswork …
When asked about buying gold here, after years of consistently talking about the bullish case for it, I answer the same way-
I am now more interested in the gold to silver ratio and potentially buying more silver.
In 2022, …
With earnings scheduled for the 23rd, Viking's first-quarter investor call is expected to center around key pipeline updates.
The spotlight will be on three clinical candidates: VK2735 (targeting obesity), VK2809 (for non-alcoholic steatohepatitis, or NASH), and VK0214 (for X-linked adrenoleukodystrophy, …
In the constantly evolving financial markets, static investment strategies often fall short. While many investors rely on traditional buy-and-hold approaches, market professionals recognize that not all sectors perform equally at the same time. This cyclical nature presents opportunities for those …
