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🍔Our 2025 Performance: +23%
Beating the S&P500 with lower risk. Better than buy-and-hold!
Jan 8
🍔Indexes Breaking Out! Time to Buy!
The bull market continues; all-time highs incoming
Jan 11
🍔Gold and Silver Lose Shine
Plus: Venezuela incursion is not what it seems
Jan 4
🍔War on Christmas
Santa rally came just in time
Dec 28, 2025
🍔Deluge of Delayed Data
More interest rate cuts are likely coming
Dec 21, 2025
🍔Where We Are in the AI Cycle
Past the buildout phase and entering the adoption phase
Dec 14, 2025
🍔The Year-End Chase is On
AI is becoming commoditized, but Google has reach
Dec 7, 2025
🍔Is the Correction Over?
Markets rebound on Fed cut hopes
Nov 30, 2025
🍔Selloff Deepens On Nvidia Earnings
Price action portends more selling to come
Nov 23, 2025
🍔Extreme Fear in Stocks
Why we are cautiously optimistic on the market
Nov 16, 2025
MKTCONTEXT
MKTCONTEXT
Weekly deep dives on the economy and stock markets. By a professional investor who has managed a $5B fund. Learn exactly how we time the market.

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