"This ratio is a key barometer for risk appetite and economic strength"
"US household leverage (liabilities to net wealth) is the lowest in 50 years"
"The sectors that should be leading are leading, and the ones that usually lag are lagging"
"When the most important stocks in the market are breaking out as a group, that’s a powerful message"
"Historically, July has been the best month of the year for silver"
"We expect erosion of US 'exceptionalism', not its complete demise"
