2-24-2022 - Investors Take Billions of Dollar...

The world's biggest money managers are quietly rebuilding their gold positions, a move that signals rising concern about geopolitical instability, inflation persistence, and currency risk. When institutional players rotate into gold, retail investors need to understand the forces ...  Show more

Chinese rare earth firms are halting some US shipments amid escalating geopolitical tensions, raising the stakes in what has become one of the most consequential supply chain battles of our era. Rare earth elements underpin everything from electric vehicles to defense systems, an ...  Show more

Stocks ripping to fresh records as investors digest an August inflation increase. What it means for next week’s Fed rate decision, and how the treasury markets are responding. Plus more media M&A on the horizon? How Paramount Skydance could be gearing up for a bid on Warner Br ...

Markets hit new highs; Markets anticipate inflation data; Corning pops on AI strength; TSA screens record number passengers. 

Rates continue their climb higher, and besides a powerhouse move in Nvidia, stocks have been feeling the pain. Will the rising rate environment continue to be a headwind for companies? Plus… Retailers rising after results. Dicks Sporting Goods, Chewy, and Abercrombie & Fitch a ...

Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk d ...