Goldman warns metal rally is at risk.
The "de-dollarization" trade is accelerating.
The US dollarās selloff accelerates as foreign investors increase their diversification away from US assets.
Inflation remains stubbornly sticky, with the Fedās preferred PCE gauge holding at 2.8% year-over-year.
The immediate technical picture remains tricky.
US stocks, bonds and the US dollar lower on "loss of trust".
Stick with domestic bond proxies.
Stocks, dollar take tariff hit while gold and silver jump to all-time highs.
AI is not going to kill software companies...
...prices and expectations have gotten a little high, and some of the excess steam is coming out.
Remember, expectations remain far more important than past results!
"Rotate but no retreat", is still the correct strategy as dips will likely be bought.
