RWM

The Case Against Lone Recession Indicators Is Stronger Than Ever

U.S. Recession In Motion?

Weekly Report: what happened at RWM last week (0715-0719)?

Magnificent 7 is the most crowded trade, utilities most OW since 09’ - BofA’s FMS

Magnificent 7 is the most crowded trade, utilities most OW since 09’ - BofA’s FMS. 71% of investors think "Long Magnificent 7" is most crowded. Investors are overweight utilities for the first time since February 2009, the Bof a Securities Global Fund Manager Survey says.

Russell 2000 breaks above 2-1/2 year resistance level, topping Jan. 2022 highs

Russell 2000 breaks above 2-1/2 year resistance level, topping Jan. 2022 highs. The Small-Cap Russell 2000 Index has popped 8.9% since last week's close. The Russell 2000 has reached its highest trading level since the first week of January 2022. IShares Russell 2000 ETF (IWM) has padded its net assets since July 9.

Weekly Report: what happened at RWM last week (0708-0712)?

The Economic Cycle And The Commodity/Gold Ratio

Home Market Outlook Gold & Precious Metals The Economic Cycle And The Commodity/Gold Ratio. Steven Saville says it's not the case that the US economy has avoided a recession, but rather that the current cycle has been elongated. Saville uses the commodity/gold ratio to define booms and busts.

Weekly Report: what happened at RWM last week (0701-0705)?