May 3

Seek a Black Swan, and Ye Shall Find?

“Instead of looking for opportunities to invest in real products, Wall Street awaits the minutes of each Federal Open Market…

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May 1

Free Markets: Caught Up in My Ideology or

"The more laws and order are made prominent, The more thieves and robbers there will be." - Lao-tzu, The Way…

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Apr 26

Ben Proves Me Wrong!

“Beam me up Scotty.” - Star Trek                           …

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Apr 25

Time For A MAJOR Disappointment!

“I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said.”…

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Apr 24

Fire-eaters Are The Death Knell For Club Med

This time the fire-eaters are from the North. What do William Lowndes Yancey, Edmund Ruffin, and Geert Wilders have in…

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Apr 23

WWRRD — What Would Robert Rubin Do?

He roller coaster He got early warning He got muddy water He one Mojo filter He say one and one…

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Apr 19

Those Wretched Crude Oil Speculators

 “There is no life I know to compare with pure imagination. Living there, you'll be free if you truly wish…

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Apr 18

The Aussie Divergence: Who leads and who follows?

The Reserve Bank of Australia kicked the door wide in its last meeting, sealing the deal on expectations for a…

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Apr 17

The Big Lie and a Rant Down the

I finally figured it all out. Our global policymakers are nothing more than Wizard of Oz aficionados (the movie as…

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Apr 12

The Pavlovian QE-Dog is Barking, Ben!

“Humans are amphibians...half spirit and half animal...as spirits they belong to the eternal world, but as animals they inhabit time.…

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Apr 11

Help us, Obi-Wan Draghi. You’re our only hope!

Luke: How far away is Yoda? Will it take us long to get there? Yoda: Not far. Yoda not far.…

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Apr 3

If It Works For The ECB It Can

"The only thing that saves us from bureaucracy is its inefficiency." – Eugene McCarthy We foolishly find ourselves asking: when…

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Apr 2

DJIA and USDJPY: Is This Correlation Telling Us

“I grieved to think how brief the dream of the human intellect had been. It had committed suicide. It had…

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Mar 28

Might Copper Longs Take a Bath After The

"I believe there is something out there watching over us. Unfortunately, it's the government." - Woody Allen Fundamentally, copper prices…

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Mar 27

It’s A Lay-Up: Buy Stocks!

“He may look like an idiot and talk like an idiot, but don't let that fool you -- he really…

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Mar 26

Crude Oil Speculation is a Symptom of Monetary

“The steepest market plunges on record (e.g. those following the 1973-74, 1987, 2000 and 2007 peaks, among others) have generally…

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Mar 23

Powerful US Dollar Support In Play? It Would

“I have bought golden opinions from all sorts of people.”   - William Shakespeare   Growth: US (orange line) vs.…

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Mar 22

Are Stars Aligning For A Big Break in

“According to analysts at Credit Suisse, the consensus has "severely" underestimated the amount of housing supply set to hit the…

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Mar 21

China Rebalancing: Is It An Oxymoron?

"The department [China’s Organization Department] is plagued by constant tension that bedevils most political systems. The Politburo has striven to…

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