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Banks are one of the most important groups in the world. They give us top-notch information about the risk appetite of global investors.

And man, this past year, banks outside the US have been absolutely crushing it.

...
Alfonso’s Daily Note
Alfonso
ASC

After years of flying under the radar and being left for dead, Chinese equities are finally showing signs of life.

I’ve been...

Alfonso’s Daily Note
Alfonso

As this market continues to broaden out, we’re starting to see signs of rotation into areas that have been overlooked and underowned for a long time.

This is especially true for the rate-...

All Star Charts Premium
Alfonso
ASC

Metals are on the move this week — and in a big way.

Silver, Copper, Palladium, Platinum… All printing fresh breakouts at the same time.

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Alfonso’s Daily Note
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Alfonso
ASC