Implications of the Super-K Recovery
“It was the best of times, it was the worst of times…” You might remember that line from A Tale of Two Cities by Charles…
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“It was the best of times, it was the worst of times…” You might remember that line from A Tale of Two Cities by Charles…
Read nowJohn Banks
The Special Purpose Acquisition Company, or SPAC for short, had a supernova kind of year in 2020. The after-effects could be felt, in a bullish…
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Editor’s Note: The markets and the TradeSmith offices are closed for the Martin Luther King, Jr., holiday, so today we’re sharing a guest editorial from…
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Speculative areas of the market are not just red hot, they are white hot. Initial Public Offerings (IPOs), a barometer of speculative froth, are on…
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Goldman Sachs thinks a new commodity supercycle could be underway. We think they might be right. If they are in fact right — which is…
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As the institutional world starts taking Bitcoin seriously, new questions are emerging. For instance: Will Bitcoin replace the U.S. dollar?Will it push aside major fiat…
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If you want the most elegant case for why inflation is a risk in 2021, it might just be the trajectory of M1 over the course of the past year...
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A little over a month ago, on Dec. 8, 2020, TradeSmith Decoder went long a sizable basket of oil and gas stocks in the model…
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Brexit, as you likely know, is shorthand for “British exit,” in reference to the United Kingdom parting ways with the European Union (E.U.) after a…
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The U.S. dollar could start to lose its world reserve currency status in the 2020s. Not all at once, and not overnight, but steadily over…
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