Parting Thoughts on a New Era
The first quarter of 2021 — which closed on March 31 — was the worst quarter for U.S. Treasury bonds since 1980. The last time…
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The first quarter of 2021 — which closed on March 31 — was the worst quarter for U.S. Treasury bonds since 1980. The last time…
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Editor’s Note: The markets are closed for Good Friday, and we will return on Monday. Our good friends at InvestorPlace have some…
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A new day is dawning for TradeSmith Daily. Big changes are coming. If you’ve come to enjoy and appreciate the TradeSmith Daily format, the changes…
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The more we learn about last week’s blow-up of Archegos Capital Management — a family office that behaved far more like a gunslinger hedge fund…
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Bitcoin continues to follow its own narrative, and the broader cryptocurrency space along with it. (We note with amusement that, at the time of this…
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On Feb. 26 — less than a month ago — we explained why risk levels were elevated for a “Market Structure” related meltdown event.
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One of the world’s largest container ships, greater in length than the height of the Eiffel Tower, is stuck in a narrow canal. It is…
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In early December 2020, TradeSmith Decoder turned aggressively bullish on energy stocks. We bought a sizable basket of fossil-fuel-related energy names at that time —…
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A general tone of conflict with China is escalating now — not just in respect to China versus the United States, but China versus Western…
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Tesla’s share price — which closed 24% off its highs yesterday — saw a nice little bounce (though still down 24%) after ARK Investment management…
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