Category: Market Insights

Gold: Trend Is Not Your Friend Forever

https://alaricsecurities.com/gold-trend-is-not-your-friend-forever/
We covered gold a few weeks ago, back in September, in our piece Copper vs Gold as an Inflation Hedge. But the recent spike in volatility has put precious metals back in the spotlight — ...

The 7 Year Cycle in Markets: Fear, Euphoria, Regret Repeat in Predictable Waves

https://alaricsecurities.com/7-year-cycle-growth-dip/
What Behavioral Finance Reveals About Growth and Decline The 7(ish)-year cycle describes how emotional and economic growth naturally slows or contracts after six to eight years of expansion. Behavioral finance shows that markets and human ...

Trade War Escalation: Is it Time for Treasuries

https://alaricsecurities.com/trade-war-escalation-is-it-time-for-treasuries/
Spotlight: IEF and TLT treasury ETFs Key Points The U.S.–China trade war escalation has ended months of market calm, triggering renewed volatility across global equities. Analysts see limited upside for stocks after strong gains this ...

Are We Headed for a Stock Market Correction in 2025

https://alaricsecurities.com/stock-market-correction-2025-outlook/
A colleague once lamented that every time his relationship with his wife seemed to be going well, something would happen, and suddenly there would be a lot of crying involved. That got me thinking: just ...

Till Drawdown Do Us Part: Marrying Your Positions

https://alaricsecurities.com/till-drawdown-do-us-part-marrying-your-positions/
Marrying your positions is often used as a warning in trading – don’t get too attached, don’t let emotions dictate decisions. Yet the reality is that successful long-term investing does require a form of marriage. ...

S&P 500 Sector Indices Review: Sept 2025 Outlook

https://alaricsecurities.com/sp-500-sector-indices-review-sept-2025-outlook/
It has been nearly four months since our last review of the S&P 500 sector indices on May 7, 2025. A lot has happened since then. The S&P 500 itself is up almost 18%, the ...

JD Stock Forecast: Analysts See Upside Into 2026

https://alaricsecurities.com/jd-stock-forecast-analysts-see-upside-into-2026/
We’ve recently discussed two of the most followed Chinese stocks – PDD Holdings (PDD) and Alibaba Group Holding (BABA). Back in December 2024, when PDD stock was trading around $107, we suggested it could climb ...

Copper vs Gold Performance as an Inflation Hedge

https://alaricsecurities.com/copper-vs-gold-performance-as-an-inflation-hedge/
Copper vs gold is drawing renewed attention as gold surges to record highs. Over the past month, gold climbed to $3,650 per ounce, setting a new all-time high, and Goldman Sachs has floated the possibility ...

Bitcoin vs Gold Comparison: Volatility and Long-Term Returns

https://alaricsecurities.com/bitcoin-vs-gold-comparison/
When it comes to investing, numbers only tell part of the story. This bitcoin vs gold comparison explores not just returns, but also how volatility and psychology shape investor behavior. To make this easier to ...

Is the S&P 500 Forward P/E Ratio of 25 Too High or Too Low

https://alaricsecurities.com/sp500-forward-pe-ratio-25/
Every few weeks, the same headline appears: stocks are expensive, gravity will pull them down, and the market is bound to fall. I used to believe that narrative, especially as a young trader, until I ...