Is This the Best Alternative to Stocks Right Now?

By Michael Reilly | February 21, 2020

Markets are fluid, and success often demands a willingness to adapt or risk being on the wrong side of a trade. Because relative strength relationships and inter-market relationships between asset classes change – we pay attention. We’ve been watching breadth in stocks deteriorate, especially since mid-January. The majority of stocks are down over that period,…

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The Trade War Becomes a Currency War

By Michael Reilly | August 5, 2019

Last week’s sell-off picked up steam coming into this morning’s open as markets got rocked yet again. Last I checked, the DOW had dropped in excess of 700 points as trade tensions with China continue to escalate.  Overnight, the Chinese government let the yuan rise above 7 against the U.S. dollar for the first time…

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