Is the U.S. Dollar Doomed? This year we have heard an increasing number of negative views on the U.S. Dollar. There is plenty of speculation that it is doomed, and that the new currency of choice could be the BRICS (reference to the five currencies used by the current...

Be Careful with Bears A saying that we refer to often is "avoid the noise." The chart below is from late 2020, but one would suspect it could be even worse in many instances today. The study, completed by JP Morgan, observes a number of well-known names in the...

Changes Happen Fast These Days Anecdotally, it seems like things change quicker these days. Technology, medicine, recovery from bear markets, investor sentiment and so on. It is increasingly looking as though the adoption of electric vehicles (EV's) could be a major...

Latest Look at Sentiment There are an increasing number of ways to evaluate investor sentiment. Today, a number of data points seem to be aligning and point to a large amount of negative sentiment. The chart below shows that nearly 95% of investors surveyed expect the...