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Since 1970, the 10-year US Treasury yield has declined an
average of 0.9% in the 3 months before the first Fed rate
cut in a cycle. The market is currently expecting the first
rate cut on March 20, less than 3 months away |
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00:01 -
11/01/24 |
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Last year the Mag 7 absolutely dwarfed the S&P 500 and even
moreso the equal weight index This year, I think the equal
weight index can outperform the Mag 7 |
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Saudi Arabia's breakeven oil price continues to increase |
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Immigration just caused Canada to have its biggest
population boost in history during 2023 |
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The US is the world's largest producer of oil now |
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