Commentary

Here are the latest thoughts from The Rational Speculator.

Market Update

It has been a difficult trading environment. The market took off unrelentingly with some stocks going into orbit during the

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The Fourth Turning

This is our era of destruction. 40 million unemployed in the U.S. and climbing. 100,000 Americans dead by COVID-19 and

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Gold as a Hedge?

Gold has performed well during the past six months. In fact, it has been performing well for years. It might

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Goodnight Moon Trade

I enjoy reading Bloomberg’s John Authers’ daily blog and generally agree with his conclusions when presented. His recent article about

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Macro Trading

Some of the most successful traders of all time including George Soros, Stanley Druckenmiller, Ray Dalio, and Jeffrey Gundlach are

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