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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Mar 7

Double Dip: Falling copper and Elliott Wave psychology

If you want to tie copper to the pace of growth in China, then you already have a case for…

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Mar 6

Time for Oil to trend lower as Ukraine

I have been getting my clients whacked on my short oil idea. (more...)…

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Mar 4

Stanley Fischer: Now His Appointment to the Fed

Stanley Fischer is a jewel for the ruling elite.  Despite a track record of utter failure, and possibly even more,…

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Feb 25

China Warns Hot Money – Japan Reverses Energy

Chinese leaders' know well the danger of a hard landing via the transmission of cascading defaults on rising debt across…

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Feb 24

Does Germany Want Deflation? It Would Increase Its

I don't know whether or not there is some grand German strategy predicated on Europe's single currency regime. (more...)…

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Feb 19

Three Reasons I am Still Short the New

I recently shared some reasons why I thought the New Zealand dollar represented a good longer term short position. (more...)…

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Feb 2

Hope You’ve Been Following Along

Lady Fortuna has indeed smiled upon us so far this year in our currency services. (more...)…

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Jan 28

“The New Abnormal” and Another Surprise – Bond

US durable goods orders were dismal for the month of December, as reported this morning. (more...)…

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Jan 26

Mao or Deng-Xi’s Yin and Yang: The Chinese

I have been quite critical of China for a while. (more...)…

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Jan 21

Emerging or Sub-merging Markets? A trade idea

To be altogether comfortable with shorting the emerging markets I think you have to also be comfortable with our (and…

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Jan 14

Is it Time to Buy the Japanese Yen?

In the 1500s, Motonori, a feudal lord of the era, sought to teach his sons the virtues of cooperation. He…

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