Jul 22

Aussie Could Suffer a Lot More if Chinese

“You are a slow learner, Winston." "How can I help it? How can I help but see what is in front…

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Jun 19

The Fed Hydra Kabuki Dance from Hell

Quotable “Give me a one-handed economist.” ― Harry Truman Commentary & Analysis The Fed Hydra Kabuki Dance from Hell What a performance from Fed Chairman…

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Jun 6

Deflation: Good or Bad For the Euro? A

Quotable “Be near me when my light is low, When the blood creeps, and the nerves prick And tingle; and the heart is…

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May 22

Time For a Break in the Pound? Chart

Quotable “Between these two clashing powers lies China. As the nation in the triad with the broadest policy options, China is…

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May 21

The Case for Chinese Reform and Challenge to

Quotable “In reality the truth ethic differs widely around the world; and, for an American observer, nowhere are the differences more…

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May 20

The Case for a Chinese Real Estate Crisis

Quotable “And I say also this. I do not think the forest would be so bright, nor the water so warm,…

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May 18

Is the Japanese Yen Set to Strengthen Further?

Quotable We're fools whether we dance or not, so we might as well dance. Japanese Proverb Commentary & Analysis Is the Japanese…

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May 9

The Fed, Monetary Velocity, and Danger of Asymmetrical

“It is hard to imagine a more stupid or more dangerous way of making decisions than by putting those decisions…

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May 1

Mario Draghi: Right or Wrong You Must Marvel

In my infinite critical wisdom I was early among those who predicted the euro currency wouldn’t survive.  I was confident…

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Apr 30

Are Comdols in the Cross-Hairs of Global Trade?

Com-dols - or commodity dollars (Canadian dollar, Australian dollar, and New Zealand dollar) in fancy fx trader lingo! As we know,…

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Apr 25

Copper & Aussie: A Nasty Statistic from China

There has been much talk about the risk embedded inside the Chinese Shadow Banking System; a system that has grown…

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Apr 3

Euro is an Overvalued Momentum Trade – Equation

On Tuesday I shared with you an equation which sufficiently explained why capital flow was a valid rationale for the…

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Apr 1

Euro Morphing Into the Old Yen—the Equation Says

What if the euro is morphing into the old Japanese yen?  The Japanese yen which continued to rally for years…

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Mar 28

Friday Ramble: Do I Believe in Cycles?

I was asked if I believe in the cycle stuff: The cycles of war, business cycles, investment cycles, etc.  My…

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Mar 27

Wealth Inequality: My candid thoughts for a good

Income and wealth inequality have always been, and always will be, a subject of intense debate. I think the roots…

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Mar 24

If You Are Bearish on Japanese Stocks, You

Is the Japanese stock market telling us anything? Could it be that concerns are growing as to whether Prime Minister…

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Mar 19

Juggling in China: What Are Wave Charts Foreshadow

It has been a bad idea to be a bear on China over the last few years (though not necessarily…

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Mar 17

A Real Recovery Redux?

Since 2009 we've put forth a very important idea every time the consensus began to believe a real US economic…

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Mar 12

Are You Committed To Crude Oil?

I'll give credit to our friends at Brogan Group Research for bringing this perspective to my attention a few years…

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