Author: Zulfiqar
-
Why $91 Silver Isn’t Crazy—It’s Just the Ratio Talking
Written by
on
Gold-to-Silver Ratio Flashing Green For Silver? If you’re tracking silver prices and wondering how far they can realistically go, there’s one classic tool you need in your back pocket: the…
-
5 Things I Am Watching Today: November 24th, 2025
Written by
on
1. U.S. Data Dump Coming: Retail + Housing Heat Check Not much economic data today, but tomorrow we get U.S. retail sales— delayed due to the U.S. government shutdown —…
-
The U.S. Consumer Is Cracking – And Data Is Screaming It
Written by
on
Headlines Can Lie—Data Doesn’t The headlines will tell you everything is fine, but the data is quietly screaming a different story: the U.S. consumer is cracking. You can spin narratives,…
-
5 Things I Am Watching Today: November 21st, 2025
Written by
on
1. Canadian Retail Sales: The Headline Beat Isn’t the Real Story Canadian retail sales came in better than expected. Great, right?! Not really. The deeper you go into the report,…
-
5 Things I Am Watching Today: November 20th, 2025
Written by
on
1. Strong Jobs Number… But a Weak Underbelly The U.S. reported 119K jobs for September — much higher than expected and closer to the trend we’ve been seeing. Great, right?…
-
5 Things I Am Watching Today: Wednesday, November 19th, 2025
Written by
on
1. Jobs Data: The Quiet Storm Brewing Tomorrow, we get U.S. unemployment data for September. Remember: due to the government shutdown, not much official data came out. Expectations are for…
-
5 Things I Am Watching Today: November 14th, 2025
Written by
on
1. AI Optimism… But What About GPU Shelf Life? JPMorgan says “AI isn’t a bubble but rather an opportunity.” (Source) Ron Barron is also calling the tech sell-off a buying…
-
5 Things I Am Watching Today: November 13th, 2025
Written by
on
1. U.S. shutdown — done and dusted Shutdown is over! Finally, we’ll start getting some real data again. But here’s the catch — October inflation and job numbers might never…
-
5 Things I Am Watching Today: Tuesday, November 11th, 2025
Written by
on
1. Remembrance Day in Canada, Veterans Day in the U.S. Today is Remembrance Day in Canada and Veterans Day in the U.S. Banks are closed, and we’ll likely see low…
-
5 Things I Am Watching Today: November 10th, 2025
Written by
on
1. Shutdown Over — Let the Data Flow The U.S. government shutdown is over! Finally, we can get the official data flowing again. Top of my list: how’s the U.S.…
-
5 Things I Am Watching Today: November 6th, 2025 (Quick Read Edition)
Written by
on
1. Jobs Data Day for Canada Tomorrow’s the big one for Canada’s jobs data. Markets expect a loss of 5,000 jobs and the unemployment rate to rise to 7.2%. Anything…
-
5 Things I Am Watching Today: November 5th, 2025
Written by
on
1. U.S. Jobs Data — But Not the Official Kind ADP jobs data suggests the U.S. added 42,000 jobs in October. Keep in mind: this number comes from a private…
-
5 Things I Am Watching Today: November 3rd, 2025
Written by
on
1. Jobs, Jobs, Jobs This week’s biggest focus: employment data. 2. Amazon Joins the AI Gold Rush Amazon is investing $38 billion to provide computing services using Nvidia chips. If…
-
5 Things I Am Watching Today: October 31st, 2025 – Spooky Edition
Written by
on
1. Valuations Are Getting Scary The forward 12-month P/E ratio for the S&P 500 is 22.7, well above the 5-year average of 19.9 and the 10-year average of 18.6 (FactSet).…
-
5 Things I Am Watching Today: October 30th, 2025
Written by
on
1. U.S. & China About to Sign a Deal? Does this reduce global economic risk? Can’t stress this enough — the world continues moving in a bipolar direction. There will…