Video commentary for May 2nd 2023
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May 02 2023

Commentary by Eoin Treacy

Video commentary for May 2nd 2023

Here is a link to today's video commentary. Vimeo, YouTube.

Some of the topics discussed include: AI winners and losers, techology versus interest rate cycles, oil and copper weak, Treasuries and gold firm, Wall Street pares losses in late trade but recession risks rising as banks break lower.

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I just want to wish you and your family many happy years in your new abode. My wife and I relocated to the UK from South Africa two years ago so am familiar with the levels of stress involved. Now rapidly approaching my 80th year and being a subscriber on and off since the hard copy days , I really have gained so much from your knowledge and expertise. The Friday videos I find especially useful where your wisdom and understanding brings together so many facets of the markets which I would not have thought of.

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Eoin, Prompted by a recent subscribers comment I would just like to mention that I have been a subscriber for many years and can happily say that I have always considered it money well spent.I read and listen to your market commentary most days and very much appreciate your calm insight and intuitive free thinking.I find your choice of topic and charts chosen on any particular to be more powerful for the very reason they are your choice of topic and charts chosen for that particular day. Please keep up the great work.

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Your appreciation of the macro position is unmatched by any of your peers! Coupled with a practical and current assessment of the opportunities currently available it provides me with an invaluable source of information and the strength of the “Chart Library” which I depend on year after year. Thank you. David would have been so proud of how you continue to promote his and your investment philosophies. Keep doing what you do so well although I find it incredible that you can still maintain such a high quality with all your other commitments.

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Eoin-As a very long time subscriber I would like to thank you for the excellent service you provide. Your explanation of the "financial repression" term today was superb. I also want to thank the subscriber who asked the question. Best rgds

JA 15 January 2021

Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

DH 04 January 2021

Dear Eoin Happy Holidays to you and your family and thank you for the very informative briefings. I am so impressed at the breadth and depth of your insights. It is truly an enjoyable journey to see the world through your eyes and gain the benefit of your years of experience in the financial markets. Wishing you a safe and prosperous 2021

DR 24 December 2020

Eoin - I have been a subscriber for just over 30 years, and in that time I can't recall many times when a clear and concise analysis of economic and political conditions was as important as it is today. You are doing a wonderful job at keeping the collective informed, allowing us to see a broader picture than our individual biases might otherwise give us. Thanks so much!

GB 26 November 2020

Dear Eoin, Congratulations our last subscriber commentary was exceptional. You have done wonders for my confidence and ability to help my clients. Keep up the good work.

RB 26 November 2020

Eoin - I recently renewed my annual subscription (for about the 30th time) and I had to write to tell you that Friday's big picture audi/video was worth the entire amount for the year. Thanks so much for sharing such interesting information. I hope all subscribers are paying attention right now. Thanks again, Glen Baird Little Silver, NJ

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Video commentary for May 2nd 2023 Comment of the Day

Commentary by Eoin Treacy

Video commentary for May 2nd 2023
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