US Dollar Index

Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher

Barbell Strategy of Cyclical & Growth Stocks The base case remains that cyclical stocks will enjoy renewed outperformance, as they did for a period last q... Read More»

Silver and Gold Equities are the Hedge, Irrespective of a 2nd Wave of COVID Materializing

COVID-19: Divergence between Cases and Deaths The “second wave” concerns have continued to accelerate, most particularly in America. Still, this writer continu... Read More»