The In-Between Week
Macro Highlights • The Delta variant and weather volatility appears to have dampened economic activity in recent weeks.• The regional...
The Meb Faber Show – Cam Harvey & Michele Mazzoleni: “Breaking Bad Trends”
https://www.youtube.com/watch?v=6uHhhPK5szU The Best Investment Writing Volume 5 Last year we brought listeners the entire volume of The Best Investment Writing...
Does the Transportation Sector (IYT) Hold the Fate of the Market?
Written by Forrest Crist-Ruiz When the market struggles to decide which direction to travel in, we tend to see increased...
Jim Welsh Interview – “Still confident the USD will Rally and GOLD will come under Pressure!”
https://www.youtube.com/watch?v=SjGq3QMD1kY Jim Welsh of Macro Tides thinks the coming supply to the bond auctions may be a market mover ahead...
The Fifth Horseman of the Apocalypse
To say we live in difficult times is not to belabor the obvious or be trite. The four horsemen of our...
Data Suggests the Rate of Inflation will slow down. So, why is everyone telling you otherwise?
https://www.youtube.com/watch?v=3hRhQct0Rnc Data Suggests the Rate of Inflation will slow down. So, why is everyone telling you otherwise? Blake Morrow sits...
Blue Line – Grain Express September 10th, 2021
Corn (December)Fundamentals: This morning’s weekly export sales report showed net sales for the 2021/2022 marketing year, which began September 1,...
Frenemies Talk, But Progress is Elusive
Today's Highlights • The risk-on mood, perhaps spurred by the first talks between Biden and Xi in seven months, is...