Markets Are Messy – Here’s the Proof

By Michael Reilly | May 17, 2021

Check out the charts below – where we compare Offense to Defense. This is a tool to do a quick check-in on the overall health and direction of the current market. Here, we compare the strength of the S&P 500 index – representing the asset class of U.S. Stocks (growth) to two defensive asset classes…

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Don’t Dismiss This Chart

By Michael Reilly | April 26, 2021

Let’s get right to the point… The analysis we do is about making heads or tails out of the inter-market relationships that exist between global asset classes. What stocks are doing relative to bonds or gold or what the currency markets are telling us about risk… We’re always weighing the evidence.  It is through this…

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