The May 2026 Newletter has now been posted.

Topics in this month's research report are Commodities: Bull market has started.  International Equities: The pullback is complete.  U.S. & Canadian Equities: Recovery bounce, new highs.  The breakout section highlights four new stocks that appear set to soar. 

The commodities section outlines the sequence of actions that natural resources and bond yields typically follow.  Gasoline prices are expected to remain elevated in Q2, copper prices are heading to $6.40, and the US dollar is losing its risk premium, heading to the next downside target.

International equities rebound sharply from the March retracement.  Brazil's Bovespa takes the top 90-permance spot.  The SPX loses more ground against its peers.  Emerging markets deliver impressive performance amid the declining US dollar.

In the U.S. and Canadian equities section, the commodity-heavy TSX and Venture outshine their US counterparts in performance.  Another sign of a mature bull market.  The credit spread between BBB corps and Treasuries narrows.  A positive sign for equities, with inflationary pressures starting to build due to the US/Iran conflict.

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Enjoy.