Here’s a conversation Brent had recently with Sam North of eToro.
Brent discusses his views on the market, the importance of psychology and risk management, his favourite trading stories and his advice for new traders.
Check it out on YouTube here.
Significant-looking tops in commodities may signal that we are near or past the peak in the inflation reacceleration narrative—and US yields.
First, the arguments for a China deval are reasonable but not awesomely compelling to me. Second, as time goes by, the arguments for a relationship between US GDP and US stock prices become even less compelling.
This week was not for the faint of heart as we saw a toxic mix of small, medium, and large geopolitical, macro, and idiosyncratic shocks.