Brazil stocks higher at close of trade; Bovespa up 0.49%

The word “vibecession”—basically the idea that people are measuring the economy by feeling rather than by data—is back in the news. That’s because most Americans apparently think we’re in a recession, even though we aren’t. It is, frankly, annoying to those of us who make our decisions on the data alone. But, as they say,…

Lithium, uranium, copper. Just a few of the themes I will be looking to position members for in 2026. My outlook for 2026 is largely bullish – particularly for the first half of the year. I anticipate that Trump’s Federal Reserve pick will help spur somewhat cautious optimism for the top end of the US…

    It is a sign of the times that I spent some time thinking about whether the title of my post would offend some people, as sexist or worse. I briefly considering expanding the title to  “Sugar Daddies and Molasses Mommies”, but that just sounds awkward, or even replacing the words with something gender neutral,…

“It was the best of times, it was the worst of times.”  Dickens nailed it. But if he were alive today, he’d be shorting democracy and going long on chaos. Because, folks, let’s stop pretending we’re still living in some free-market fantasyland where the invisible hand decides winners and losers. That dream’s been mugged in…