by adrian tout | Apr 30, 2025 | Currencies, US Dollar Index
Words: 790 Time: 4 Minutes Short-term strength however deep structural issues remain Technically DXY is oversold on a weekly basis Markets now see rate cuts as early as June w/softer data Are we about to see a US Dollar Index (DXY) rally sometime over the next few... by adrian tout | Apr 28, 2025 | Asset Allocation, Charlie Munger, Magnificent Seven, Uncategorized, Valuations, Warren Buffett
Words: 4,413 Time: 18 Minutes Investment strategies for a range-bound (or bear) market How to discover quality assets to reduce the risk of loss The attributes and metrics of a company I focus on It’s my thesis market returns over the next few years are unlikely... by adrian tout | Apr 24, 2025 | Earnings, Gold, Recession, S&P500, Trump Tariffs
Words: 1,377 Time: 6 Minutes Market catches an expected bid Turns out Trump is clearly influenced by the market’s reaction Stocks need far more certainty to materially advance My apologies for being off-line recently – I’ve been on holidays. Market... by adrian tout | Apr 17, 2025 | Fed Reserve, Interest Rates / Bonds, S&P500, Trump Tariffs
Words: 1,900 Time: 8 Minutes Are bond yields headed lower or higher? A recession will lower rates… but be careful what you wish for US Govt needs to refinance $9.2T in debt this year… at what cost? Trump is demanding the Federal Reserve lower rates.... by adrian tout | Apr 12, 2025 | China, Trade War, Trump Tariffs
Words: 1,495 Time: 6 Minutes Is the goal still “free and fair” trade? Why a $1T trade deficit with China is not necessarily bad Bottoming is a process which takes months (not weeks) For the past few weeks we’ve watched Trump double down on dumb....