Is Market Volatility Finally Back For Good?

The volatility I have been expecting in markets for the better part of the last two years feels like it could finally be around the corner, with stocks whipsawing violently back and forth over the last 5-7 trading sessions.

While stocks ended the week on a green note, sharp declines in the days prior and following earnings results from Google and Tesla make it seem as though the AI and technology bubble could be on the verge of bursting. As I noted recently, volatility in either direction is usually a sign that bigger moves are coming. I laid that out last week when I wrote about the trade I would put on if I had to choose just one: We Are On The Edge

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Last week I published a ton of analysis on where the market and economy stands from some of my favorite market participants.

In Part 1 of Lawrence Lepard’s investor letter, he talks about macroeconomic developments, the election and the nation’s debt.

Market Moves Like These "Have Not Ended Well"

In the second part, he continues to talk about how federal government finances are a mess, and the US bond market is sick, while BRICS nations are pushing for dedollarization; simultaneously, gold demand remains high but supply constrained, and gold and silver stocks are currently considered silly cheap.

Gold Allocations Still "Very Low", Silver A "Very Special Metal"

I ended the week with notes from Harris Kupperman, who is says he is “positioned for a financial and economic crisis”.

We Are "Positioned For A Financial And Economic Crisis"

I also published last week why I thought Kamala Harris was “The Next Worst Thing” to having Joe Biden as the Democratic nominee:

The Next Worst Thing

Here’s what else is new on the blog:

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Market Moves Like These "Have Not Ended Well"

Gold Allocations Still "Very Low", Silver A "Very Special Metal"

We Are "Positioned For A Financial And Economic Crisis"

The Next Worst Thing

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