In this week’s update we are going to review the action in Tesla, Taiwan Semiconductor, and Netflix and what clues the earnings calls and stock reactions may give us about the path forward in IT. Second, we will review the impact of rising commodity prices on inflation expectations, interest rates, and asset allocation.

In this week’s update, we will review how the depreciation of the US dollar impacts inflation, commodities, and overall asset allocation. We are also going to review the technical backdrop of the oil and precious metals market and why we think the current cycle mirrors the early innings of the 2000-2010 commodity super cycle.

In this week’s update, we are going to review the recent employment report, some of the cracks we have started to see in the technology trade, the energy sector’s role as it relates to inflation expectations, and how investors can use energy stocks to potentially protect themselves during times of stagflation.

In this week’s market update, we attempt to answer the questions: What impact will a bursting bubble in tech have on the market and your portfolio? And will the busting bubble impact the real economy or stay contained to technology?

In this week’s market update, we review the continued threat from an ever-widening technology bubble that we view as a clear and present danger to the average portfolio on Main Street.

In this week’s update we review the state of the bubble in technology, how close we think the bubble is to popping and what were doing NOW to position for tomorrow.

In this week’s market update, we will review factors influencing the monthly inflation report, give updates on the U.S. labor market, and analyze some of the asset allocation implications of a narrow stock market and what we think it means for your portfolio.

In this week’s market update, we will address the historical bubble that we think is forming at the very top of the Nasdaq and what this, along with weak stock market breadth, believe means for stocks and your portfolio.

In this week’s market update, we will review how large the top of the market now represents of the S&P 500 and what this may portend for future S&P 500.

In this week’s market update, we are going to tackle what we think are the rising risks associated with the debt ceiling debate, the continued mess with the regional banks and how that contagion is showing signs of spreading to the larger financial institutions, and more.

In this week’s update, we will review what the narrowing of stock market breadth may mean for investors while assessing the impact of the regional bank crises on Federal Reserve interest rate policy and, what we believe to be, the expected impact on asset prices.

In this week’s update, we will review the continued narrowing stock market breadth and why we don’t own U.S. bank or technology stocks.

In this week’s market update, we will discuss why we think gold may serve as an option for many central banks and can benefit from a long period of U.S. dollar weakness.

In this week’s market update, we will discuss how we are navigating a potential end of the U.S. dollar bear market and which assets we believe have historically performed well when the dollar declines.

In this week’s market update, we will review the factors we think are driving the move in gold, the importance of the recent OPEC oil production cut, and how these events could impact your portfolio and our approach to asset allocation.

In this week’s market update, we will review the ongoing chop seen in the stock market and what higher interest rates may mean for various asset prices over the next few months.

In this week’s market update, we will conduct a technical review of key charts across the market and what the price action may be signaling about the future path of stocks and the economy over the next few months.

In this week’s market update, we will review the current pullback, what we think the market is trying to tell us, and how this recovery compares to prior pullbacks.