THE REAL ESTATE COMEBACK

Earlier this year, I wrote a post suggesting that a rate cut might not happen anytime soon , possibly not even in 2024. However, as we approach September, it seems the Fed might not have much choice anymore. The market is now betting on a rate cut during the September meeting, an…

A RECESSION OR A RETURN TO THE MEAN?

What a week in the markets, huh? The VIX had us thinking the world was about to end, only for the market to close with one of its best weeks since October '23. We've even heard whispers of emergency rate cuts—imagine that! Are speculators exaggerating? Is the excessive y…

RATE CUTS IN 2024? THINK AGAIN.

We've been hearing about the FED's readiness to cut rates since March, keeping everyone on edge for a potential rally in small-caps, emerging markets, and more. But now, the word is that the FED might only start cutting in September and that the ECB won't follow their …

GOLD'S SILENT RISE

While attention has rightly focused on technology stocks and cryptocurrencies, gold has quietly surpassed a crucial price level that could trigger a multi-month uptrend in the precious metal's value, potentially initiating significant implications in the longer term. Ma…

READY FOR A DECLINING STOCK MARKET?

While equities have shown considerable strength in recent months, there are indicators suggesting that 2024 may not be as optimistic as one might think. I continue to maintain confidence for this year and have been bullish for the last six to seven months. However, you have to acknow…

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