"Most investors see the Copper/Gold ratio at record lows as a warning that recession is near. But history tells a different story."
"Defense Sentiment is at one of the lowest levels of 2025"
"The IMI’s Risk Appetite Index has fallen to -26% in September from -20 in August"
The Tech sector's YTD gain has been driven entirely by earnings growth
Newsletter writers are the most bullish since late 2024
"The bond market is 'bracing' for a significant uptick in volatility"
