Two secular themes converge on a shuttered island + notes on commodities, China, and a historic September

 October 02, 2024 |Chris Cherepuschak
A lot gets covered off in our latest video but there's a lot going on worth covering! Our main topic looks at a story that first broke Friday, Sept. 20 involving an infamous island in the U.S. that we don't think got as much attention as it deserved given...
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Checking in at the dawn of a new era

 September 18, 2024 |Chris Cherepuschak
While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.
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When orderly selling becomes disorderly selling

 August 07, 2024 |Chris Cherepuschak
It's been a tough few weeks since the middle of July, but the pain and the selling was mostly orderly in nature - that is until we got to Monday, August 5th and saw (by one measure) capitulatory selling to a degree that's only ever been seen twice before...
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Well that was quick.....

Well that was quick.....

 July 18, 2024 |Chris Cherepuschak
In our last video we talked about how the second half of 2024 might play out, and some things we might see along the way. Little did we know that soon after, some of those musings would start to play out very quickly and very violently, and while there's...
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After another great start, what's next?

After another great start, what's next?

 July 03, 2024 |Chris Cherepuschak
After another very positive first half of the year (one that was very similar to 2023), the set-up into the second half features a number of interesting factors and historical precedents all coming together to create an interesting backdrop with a lot...
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