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Sunday, May 10, 2015 Can China Save Europe – & Vice Versa? Over the past decade, while US pundits and politicians soapbox their Kabuki laments over Chinese trade policy and misgiven currency regimes, Europe has quietly emerged as China’s largest…
Wednesday, April 27, 2011 Bull-Trap “I believe the very best money is made at the market turns. Everyone says you get killed trying to pick tops and bottoms and you make all your money by playing the trend in the…
Thursday, May 30, 2013 Butterflies at the Altar – Arson at the Fed We continue to find ourselves walking in a strange parallel universe exploring the flip side of the long dollar / short euro thesis and wondering if a…
Thursday, November 10, 2011 “Buckle Up”, Says Silver By the looks of things yesterday, most equity traders needed to be reminded of the basic transmission dynamics of how a credit/liquidity crisis moves through the system and back again. Thankfully, HSBC’s…
Sunday, April 19, 2015 Buffett or Beal? Place Your Bets With Oil “He said Exxon Mobil remains a ‘wonderful company’ even though ‘… its current earnings power has been diminished significantly from what it was a year ago, as is true with all oil companies. We have other uses for the…
Tuesday, June 24, 2014 Bubble Bubble Toil & Trouble A funny thing happened on the way to inflation… Long-term Treasury yields failed to rise as well. And although the shadow of the markets reaction is short relative to the daylight provided,…
Tuesday, May 10, 2011 the Brutal Truth As someone who is constantly wrestling with the stream of information that delineates and frames the market from a day to week to year perspective – I have to constantly be asking myself,…
Monday, November 18, 2013 Breaking Through the Great Wall of China This summer while the esteemed professor from Princeton was looking for a more tragic denouement at the Great Wall – we took the opposing perspective after sizing up what appeared…
Monday, November 14, 2011 Brace Yourselves “Tell me how this ends,” U.S. General David Petraeus asked memorably of the 2003 invasion of Iraq. Political leaders and economists in the euro zone are searching frantically for answers to the same question as a…
Tuesday, December 13, 2011 A Blow-off Top Is Coming As random as their movements may seem on an hourly basis – the market’s structure has a message inscribed. They are never random walks – but machinations intended to reward the…