1.The Drawdown in Treasuries goes to show that asset allocators should consider more levers than just bonds in the defensive/diversifier sleeve of their portfolios...
How gold fits in $Gold - main 2502(GCmain)$
2.This chart made my favorites of 2024 list simply because of how extreme it has become
Rare to see such exponential curves in markets:
“in the short-term, the DXY has found support and oversold conditions, and the reset in sentiment could open the door to a rebound.”
3.This was one of my favorite charts of 2024, and I think it's probably quite easy to see why $.SPX(.SPX)$
“Digging into equities, and for a moment ignoring all the macro narratives and scenarios, the longer-term sentiment and technical indicators are basically saying that 2022 was a brief bear market, and that we are now in the early stages of a new bull market. Maybe it is that simple…”
Comments