Why the Next Recession Will Be the Catalyst for Depression
January 30, 2026
Despite positive inflation data, investors remain cautious regarding the potential impact of renewed geopolitical tensions on global energy prices.President Donald Trump abandoned his proposal to impose a 20% fee on...
Read moreDetailsFundamental & Geopolitical found support after the U.S. June CPI came in weaker than expected, marking the first monthly decline in inflation in six years. The data reduced expectations of...
Read moreDetailsSilver futures continue to demonstrate the disciplined behavior expected within the VC PMI (Variable Changing Price Momentum Indicator) framework, as prices recover from recent lows and once again challenge key...
Read moreDetailsThe second quarter of 2026 served as a powerful reminder that markets often begin to recover well before uncertainty fully clears. After a difficult start to the year, investor sentiment...
Read moreDetailsOkay, I will admit that I came into today thinking ‘this is one of the more low-stress releases in quite a while. We know headline inflation is going to be...
Read moreDetailsRefining margins have surged to record highs as crude prices have fallen while gasoline, diesel, and jet fuel remain scarce, creating one of the most profitable environments refiners have seen...
Read moreDetailsI hereby present the Maradona theory of interest rates from Mervyn King (credit to my friend Mario Baronci): Last week, the Fed announced various nominees for the task forces Warsh...
Read moreDetailsWhile hawkish hopes are perhaps too elevated, a surprising report could still drive abnormal volatility in major markets given uncertainty around the FOMC’s near-term path under Kevin Warsh.US CPI Key...
Read moreDetailsRising oil prices and renewed US-Iran tensions are increasing inflation and market risks. Investors are shifting focus toward US inflation data after uneventful Fed meeting minutes. S&P 500 is testing...
Read moreDetailsInstitutional capital is gripped by a narrative that space-based internet will dismantle traditional telecommunications. Low-Earth-orbit satellite constellations, championed by ’s Starlink, are being rapidly deployed, prompting analysts to cut their...
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