Aug 22, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Data Revisions, Gold, to the Moon August 22, 2024 | FIRESIDE CHARTS Hi Readers, This week we are launching our first video accompaniment to our weekly Fireside Charts. In these videos, I will select a chart or theme from that week’s charts that I...
Aug 16, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Volmageddon, Rebounding Markets, AI Investment August 16, 2024 | FIRESIDE CHARTS Volmageddon isn’t what it used to be. Perhaps increased interest in the index has made the VIX an example of Goodhart’s Law—when a measure becomes a target, it ceases to be a...
Aug 9, 2024 | Blog, Blog Home Others, Fireside Charts
Written by Bank of Japan, the Sahm Rule, Earnings Season August 9, 2024 | FIRESIDE CHARTS On Sunday night the Bank of Japan (BOJ) unexpectedly raised interest rates, adding fuel to the fire in already skittish equity markets. Investors were on edge after the prior...
Aug 6, 2024 | Blog, Blog Home Others, Economics and Investing, Timely PM Updates
Written by Growth to Value: From One Extreme to Another August 6, 2024 | TIMELY PM UPDATES For much of the past decade large-cap growth stocks, fueled by technology companies, have reigned supreme. For the most part, this performance has been justified by the truly...
Jul 30, 2024 | Blog, Blog Home Others, Fireside Charts
Written by The Struggling Seven, Market Rotation, the Olympics July 30, 2024 | FIRESIDE CHARTS After a remarkable stretch of outperformance, the magnificent seven are finally taking a break. Recent selling pressure has been concentrated in the largest stocks, dragging...
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