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Nowhere to hide (except bonds)
Despite a strong U.S. jobs report, bonds rallied hard this week, leaving many on Wall Street scratching their heads. Bigger picture macro players are now starting to place bets that AI will be a disinflationary force. Disinflation means lower interest rates and higher bond prices and that’s what we got here this week. The continued flight out of technology stocks leaves investors even more desperate for safe havens… They tried putting money into gold and silver, but those both buckled too as the market hunts down and shoots every 2026 consensus trade. Maybe when you see lineups outside gold shops, you should ... (full story)
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