Vaccine news and flash US PMI data – What does it mean for the stimulus trade?
Mon 23 Nov
Tue 8 Sep
Markets continue to selloff but money is not rotating into safe havens
Tue 18 Aug
With so much uncertainty in the world here’s what we think actually matters for investors
Tue 4 Aug
There are a couple key reasons that safe haven assets continue to move higher
Wed 15 Jul
USD and base metals are telling an important story about investors risk tolerance
Tue 14 Jul
Safe Haven Outlook – Bonds, Gold, and even Bitcoin
Sat 13 Jun
Hour 1 – Making sense of the US Market Selloff and an update from Great Bear Resources
Thu 11 Jun
Recapping the Fed statement and market selloff today
Tue 9 Jun
Safe Haven Assets Shining Today, Is This A Trend Change?
Wed 27 May
The rotation trade continues, central bank news out of Europe, and an outlook for safe-haven assets
Thu 21 May
Bitcoin Trading Update – As much talk as there is about Bitcoin as a safe haven it’s still in a downtrend
Tue 21 Apr
The race to cash and bonds again today but what about gold and gold miners?
Mon 16 Mar
With markets hitting circuit breakers again is there anything safe out there?
Fri 13 Mar
Is there a playbook for this kind of panic?
Wed 26 Feb
It’s possible to be bullish US markets and safe havens – It’s just the timing that matters
Tue 25 Feb
An argument to build up cash in both risk on and risk off portfolios
Safe Havens, US Markets, Bitcoin, and Energy – All Very Different Trades
Mon 24 Feb
The worst day for US markets since 2018 – Is buy the dip dead?
Tue 18 Feb
Watch the USD/gold relationship
Mon 3 Feb
Balancing out the risk vs reward in US markets to safe assets