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Global Markets Investor

Sharing thoughts about the world's financial markets. If it helps you navigate these ever-changing market developments, you may consider becoming a premium subscriber. Also on Beehiiv: https://globalmarketsinvestor.beehiiv.com/

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Latest Issues

How is gold ETF demand shaping up in the current rising-yield environment?

Rising yields are putting gold demand to the test

GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +102%🔥 SINCE JANUARY 2024

35 hours ago
3
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The market has developed an extreme bubble-like structure

Meanwhile, the average stock is struggling

GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +102%🔥 SINCE JANUARY 2024

2 days ago
6
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US household wealth has never been this concentrated in equities

Household, retail and overall investor positioning

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3 days ago
1
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The market is entering a historically weak seasonal period

The historical setup points to more market weakness in the following weeks

GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +102%🔥 SINCE JANUARY 2024

4 days ago
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Demand for US Treasuries is falling

The trust in the US government's finances remains fragile

GLOBAL MARKETS INVESTOR’S PORTFOLIO IS 🔥UP +102%🔥 SINCE JANUARY 2024

5 days ago
3
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  • Global Markets Investor

    MSc in Investment Analysis, UK. Former Equity Research Analyst, worked remotely for Wall Street for nearly 3 years. Over 10 years of experience in financial markets. CFA Level II Passed.

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