If you were a commodities-focused investor and had success over the last decade, iron probably had something to do with your performance. Indeed, according to this chart from S&P Global Platts below, iron ore futures "drastically" outperformed most other metals and mining equities since 2015.
"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market.
As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.
"Wipe Out" is an appropriate description of what is happening beneath the calm surface of the bull market.
As we head into the end of the year, many are hoping for "Santa to visit Broad and Wall." However, those hopes are not just about adding to this year's already excessive annual gains. Instead, for many, it's the hope to recover some brutal losses.
The market is disconnected from everything. Throughout history, there are correlations you would expect to hold constant between the market, consumer confidence, and the economy. Currently, after a decade of zero interest rate policy, massive amounts of liquidity, and financial supports, the market has become detached from reality.
Today, hydrogen is largely used for industrial purposes, either in oil refining or the production of ammonia fertilizers. (If you didn't read our missive on fertilizers, click here). But hydrogen has a lot more potential than that. Hydrogen can also be used as a fuel. It can be transported via pipelines or ships, just like liquified natural gas.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.