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"The question is whether the bull market can continue without semis participating
8 hours ago
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"The question is whether the bull market can continue without semis participating

#1033

"The question is whether the bull market can continue without semis participating
8 hours ago

"The question is whether the bull market can continue without semis participating

DC Lite #715

"Our CTA model estimates aggregate US equity positioning at -3.3 standard deviations"
Nov 05, 2026
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"Our CTA model estimates aggregate US equity positioning at -3.3 standard deviations"

#1032

"Our CTA model estimates aggregate US equity positioning at -3.3 standard deviations"
Nov 05, 2026

"Our CTA model estimates aggregate US equity positioning at -3.3 standard deviations"

DC Lite #714

"Central bank gold demand remained strong in Q3"
Nov 04, 2026
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"Central bank gold demand remained strong in Q3"

#1031

"Central bank gold demand remained strong in Q3"
Nov 04, 2026

"Central bank gold demand remained strong in Q3"

DC Lite #713

"Safe is expensive"
Nov 03, 2026
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"Safe is expensive"

#1030

"Safe is expensive"
Nov 03, 2026

"Safe is expensive"

DC Lite #712

"The risk here for stocks is tech contagion"
Oct 31, 2026
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"The risk here for stocks is tech contagion"

#1029

Daily Chartbook
"The risk here for stocks is tech contagion"
Oct 31, 2026

"The risk here for stocks is tech contagion"

DC Lite #711

Daily Chartbook
"Short interest in the QQQ Nasdaq ETF has surged"
Oct 30, 2026
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"Short interest in the QQQ Nasdaq ETF has surged"

#1028

Daily Chartbook
"Short interest in the QQQ Nasdaq ETF has surged"
Oct 30, 2026

"Short interest in the QQQ Nasdaq ETF has surged"

DC Lite #710

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