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Tuesday, May 3, 2011 Fade the Institutions Dollar willing, one scenario that appears ever more likely to gain traction over the coming weeks is a break in the macro commodity trade. And while it is a key ingredient to my…
Tuesday, April 30, 2013 Familiar Aromas Click to enlarge image Another month in the books and another close on the highs for the SPX. Whether the proverbial skies are blue or gray – the equity markets don’t seem to mind.…
Monday, May 9, 2011 Eyes Wide Open As a geologist, I can appreciate the fundamental underpinnings that make up the energy and metal components of the CRB Index. The arc of exploration, field-development and resource quality. For the most part,…
Monday, January 13, 2014 Esoterica Lacking the requisite initials after our name, we are on occasion confined to spending some quality time looking and thinking about the markets from perspectives that some of our more “qualified” – yet quantitatively driven…
Monday, August 29, 2011 The Eye Of The Storm As hurricane Irene tests our mettle in the northeast this weekend, the markets set their sites on the historically challenging month of September. Will Irene foreshadow a similar outcome – one…
Wednesday, October 12, 2011 EKG of A Crash – Update As I stand here awkwardly dancing with Elaine in the corner, I thought I might check in on the EKG of a Crash analog from a few weeks back. The market remains consistent with…
Friday, January 20, 2012 Ephemeral High It’s been a lonely start to 2012 – here in the bear’s den. Solitude has its virtues, but after a while your thoughts start to echo against themselves. Time, just like the elements, has…
Wednesday, June 20, 2012 Down Under Managing ones expectations in this market is something we all struggle with after being exposed to the juggernauts of the new millennium’s monetary masters. To QE or not QE – remains the standing question. And although…
Wednesday, September 2, 2015 Draghi on Deck One of the many challenges for participants today in navigating the macro-straits, is at times dismissing the conventional market wisdom for more counter-intuitive perspectives – and always keeping an open mind to where…
Wednesday, September 14, 2011 The EKG of A Bust Since the violent breakdown in silver in May I have been doing a follow-up note about every two months on the long-term comparative study between the Nasdaq bubble and what I…