Simple Gold Strategy
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The week in review, second week of July 2023
The week in review Notable news News and data that moved the market: TSMC sales leverage AI demand…
The week in review, first week of July 2023
The week in review A fairly flat week, with mixed macro data. Everything points to a soft landing…
The week in review, last week of June 2023
The week in review I'll be posting a weekly review of the market, the good, the bad and the ugly…
The latest market analysis report - Q1 2023
This month's analysis is a must see.
Simple Gold Strategy
Simple Gold Strategy The approach is really straightforward and is built on two principles: The…
Studies
July Seasonality in S&P 500
June 29, 2023
1 min
Studies
The Benner Cycle
June 28, 2023
2 min
Price-to-Earnings (P/E) ratio to value cyclical stocks
Valuing Cyclical Stocks: Beyond the P/E Ratio Ever feel like the stock market is playing a game of…
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