Sitemap - 2026 - Early Morning with Dave
Tech Stocks (Especially Chips) Regain Momentum and Precious Metals Post Big Rebound
Warsh Appointment Kyboshes the "Debasement" Trade
Gold and Silver Slump as Fed Chair Bets Unwind the Debasement Trade
Gold Rally Continues as a Government Shutdown Looms
The Dollar’s Slump Raises the Stakes Ahead of the Fed Meeting
Tech-Led Equity Rally Rolls On as the Yen Tests Key Resistance
Gold and Silver Rip Higher as Takaichi Trade Unwinds, the TACO Playbook Fades
Europe Has More Leverage Than Commonly Portrayed
The TACO Trade Stages a Revival With a "Framework of a Future Deal"
Investor Jitters Ease After Yesterday’s Market Debacle
The “Fire Sale” of Risk-On Assets Continues Unabated on Escalating US-Europe Trade Tensions
Tariff War Over Greenland Triggers a Renewed Risk-off Trade
Cheap Credit and Tech Enthusiasm Power the Rotation Trade
Trump’s Dovish Turn on Iran Rhetoric Sends Oil Sharply Lower
U.S. Futures Falter and Precious Metals Soar Further on Rising Geopolitical Tensions
The Takaichi Trade Is Back on the Radar Screen - The Nikkei Surges and JGB Yields Pop
Geopolitics and Commodities Briefly Take a Back Seat as Payrolls Loom
Geopolitical Whiplash from Caracas to Tokyo
Asia's Impressive Winning Streak Comes to an End
The Big Rally Was More About Delayed Santa Than Venezuela