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Friday, June 24, 2011 the Crude Reality In the wake of the SPR news yesterday, it’s hard to deny that the powers that be don’t appear motivated to prick the speculative froth from the commodity bubble. We can debate the…
Tuesday, May 26, 2015 Currencies at a Crossroads With the final sessions of trading on deck for May – and following a week in which the US dollar index rallied over 3 percent, the USDX arrives at another potential crossroad:…
Sunday, June 23, 2013 Contributing Forces In the wake of another Fed decision, frustrations quickly flared and friction was lost across the board in most asset classes. If you weren’t hedged, long the dollar or in cash, a paper cut…
Tuesday, September 17, 2013 Convergence Over the past year, corners of the market that have tended to turn together in lock-step fashion have continued to ease off from the correlation extremes encountered in the financial crisis in 2008 and 2009…
Wednesday, November 13, 2013 Connecting Some Dots Picking up where we left off earlier today, we are seeing conditions stretched to extremes in both emerging markets (relative to the SPX) and the Australian Dollar. Tangent to our description in that note of…
Wednesday, March 23, 2011 Constructive Interference The key ingredients for this bull market began 40 years ago when Nixon abruptly abandoned the gold standard in 1971 and gave birth to the fiat monetary system that currently exists. Without the unfettered…
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the Congruent Market Theory The current trading environment is still loosely following the reflex reflationary trade from 2003 to 2007. However, as we are all keenly aware of, the stimulus and monetary response from the Fed is much greater this…
Wednesday, January 22, 2014 Comparatively Speaking You would be hard pressed to dissuade us from the notion that at its core the most effective and consistent market analysis is illuminated by a rigorous – yet nuanced, comparative framework. For fundamental…
Monday, November 14, 2016 Clear & Present Danger While the list of US money managers pivoting bullish last week on the US economy and equity markets reads like a who’s who list of hedge fund titans, the broader reflationary trend…