Why I’m bracing for a surge in stock market volatility
Rising bond yields and widening credit spreads suggest mounting risk, but equity valuations have yet to reflect it, raising the prospect of sharper market drawdowns.
#MAG5
Gold’s perfect storm: why I turned bullish
Despite headwinds from weaker Asian demand, rising yields, and risk-on sentiment, shifting market dynamics suggest gold is regaining value.
The massive stock market rally: do not throw caution to the wind
Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.
