Global Markets Investor

Global Markets Investor

I share thoughts about the world's financial markets and economies. I also put money where my mouth is. If it helps you navigate this ever-changing market developments you may consider becoming a premium subscriber.

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GoldGold
+4+4
Is the US Dollar gradually losing its safe haven status?

Is the US Dollar gradually losing its safe haven status?

China is telling its banks to sell US Treasuries

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks ended the week mixed after a powerful rebound on Friday. Weekly market recap, trading week 06/2026

US stocks ended the week mixed after a powerful rebound on Friday. Weekly market recap, trading week 06/2026

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
US Job MarketUS Job Market
⚠️CHART OF THE WEEK: The US labor market is deteriorating

⚠️CHART OF THE WEEK: The US labor market is deteriorating

2025 was the weakest job market year since the 2020 Crisis

Global Markets Investor
Global Markets Investor
SilverSilver
A Chinese billionaire has built a massive short bet on silver

A Chinese billionaire has built a massive short bet on silver

Will the bet end up profitable?

Global Markets Investor
Global Markets Investor
1. IMPORTANT WEEKLY ANALYSIS1. IMPORTANT WEEKLY ANALYSIS
⚠️US layoffs are off to their largest start to a year since the Great Financial Crisis

⚠️US layoffs are off to their largest start to a year since the Great Financial Crisis

What alternative data says about the US job market?

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US software stocks are crashing

US software stocks are crashing

This spills over to the heavily software-exposed private equity market

Global Markets Investor
Global Markets Investor
GoldGold
+1+1
⚠️Gold and silver markets are a little calmer this week

⚠️Gold and silver markets are a little calmer this week

Trading volumes stabilize versus last week, retail demand still strong

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
US corporate executives are selling their own stocks at the fastest pace in years

US corporate executives are selling their own stocks at the fastest pace in years

Why are they selling?

Global Markets Investor
Global Markets Investor
WEEKLY MARKET RECAPWEEKLY MARKET RECAP
US stocks saw a mixed week, silver and gold prices collapsed. Weekly market recap, trading week 05/2026

US stocks saw a mixed week, silver and gold prices collapsed. Weekly market recap, trading week 05/2026

Summary of the trading week using the most popular posts from the X platform

Global Markets Investor
Global Markets Investor
SilverSilver
⚠️CHART OF THE WEEK: The 2x leverage long-silver futures ETF more than halved in value on Friday

⚠️CHART OF THE WEEK: The 2x leverage long-silver futures ETF more than halved in value on Friday

Overleverage always ends up badly

Global Markets Investor
Global Markets Investor
INVESTMENT PORTFOLIOINVESTMENT PORTFOLIO
⚠️Portfolio performance review January 2026

⚠️Portfolio performance review January 2026

Assessment of my long-term investment portfolio as of January 2026

Global Markets Investor
Global Markets Investor
US economyUS economy
+2+2
The decline in the US Dollar against individual currencies looks remarkable

The decline in the US Dollar against individual currencies looks remarkable

Are we heading for more US Dollar pain?

Global Markets Investor
Global Markets Investor
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