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Thursday, April 28, 2011 Taking Shelter Although I am quite bullish over the long term towards the US equity markets, I believe we are imminently about to be hit by a strong squall – the components of which have been…
Sunday, November 6, 2011 Taking Shelter – Part II “Europe is the world’s largest economy, and there won’t be global economic recovery without European economic recovery…We hope Europe will be fine”. Hu Jintao, Chinese President – FT As the news from…
Thursday, May 12, 2011 the Tail of the Euro Now that I’ve alienated the readership of economists worldwide (previous piece – nothing personal, they are typically some of the nicest market folk in everyday life) – why don’t I embrace the words of…
Friday, June 10, 2011 Tail Risk Considering the euro has followed script smartly – here is an update of the Euro:Silver chart from last Thursday. From last Thursday’s notes: “As the euro rips higher today after comments by Jean-Claud Trichet…
Wednesday, February 12, 2014 Still Waters Run Deep Back in October and November of last year, we speculated that the conventional wisdom going into a prospective taper was widely being viewed by participants through a broken prism. When Goldman declared…
Tuesday, September 8, 2015 Stumbling on the Tightrope With the September ECB meeting now in the markets rearview mirror and with Draghi posturing – but still not revealing his hand, we thought we would do a quick follow-up series on…
Wednesday, June 13, 2012 SPX/FXA Analog Update Perhaps I am splitting hairs with the last two sessions in the Aussie – but something doesn’t quite square with the recent strength. If I have learned anything over the past few years…
Friday, February 3, 2012 SPX Analog Update This study has become like the Nasdaq/silver analog from last year – Why second guess it? It went from appearing to diverge in performance to catching up in a few large moves. I suppose we…
Friday, May 6, 2011 Social Darwinism Illustration by Eric Drooker It’s comforting to know that the market still conforms to both natural (gravity) and social (darwinism) law. And while I would never wish liquidation by margin call to any fund…
Monday, May 20, 2013 Spooked Spooked – is perhaps an understatement. Although considering the subject of late, it isn’t entirely out of character. After momentarily blipping higher at the open, silver lost the floor and fell some 7% before reflexively…