Has Gold Lost Its Shine to Bitcoin?

As the market plays ping pong between views on reflation vs. deflation and moves with U.S. bond yields, both gold and Bitcoin are part of the larger macro trade.

Interpreting Jerome Powell 101: What Did He Mean?

If the latest FOMC meeting left you scratching your head, then you're not alone. Let's try to pick apart what's really going on.

Here's What Could Happen as Complacency Runs Rampant

A change in market behavior is in action as oil appears to top out and Treasuries, gold, and the U.S. dollar have all managed to grind higher together.

Second-Half 2021: Market Forecasts, Thoughts and Observations

The stock market has given us some incredible returns in the past year or two but there are some warning signs developing -- and one key date to keep an eye on.

How Quickly Do We Change? Try 30 Days

Back then, who thought tech and growth would be hot, and who thought the dollar could rally?

Why Is the S&P 500 Stuck at 4200?

Looking underneath the surface, there have been quite a few discrepancies in terms of themes, rotations and consensual trade unwinds.

It's Been a Nice Run, but Oil and Energy Are Due for a Correction

We have never seen a bull run survive this large a net long holding.

Kass: It Now Appears That My Ursine View of Bitcoin Is Being Realized

Most had thought that Bitcoin was impenetrable - that holding crypto in your own wallet was fail safe.

I Have Rarely Wanted to Buy a Stock Any Less Than MicroStrategy

I would not invest in MSTR with my money and I could not recommend that you do so with yours.

Behind the Bitcoin Veil, Fiat's Crypto Evolution, Striking While the Iron Is Hot

Plus, questioning MicroStrategy Inc.'s plans to sell a bundle of debt to add to its Bitcoin long position.