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Tuesday, March 21, 2017 The $’s April Showers Can Bring May Flowers to Gold Regardless of how hawkish the Fed frames possible future rate hikes this year, we suspect a cyclical breakdown in the US dollar index to unfold. Moreover,…
Thursday, March 24, 2016 The Markets “Graduate” to Commodities The retracement move in gold gathered downside momentum Wednesday, falling in morning trading by more than 2.5 percent and below 1220 for the first time in four weeks. With gold looking…
Tuesday, July 29, 2014 The Miners Lead a Rising Tide The asset relationships we have focused on over the past several weeks, is showing patterned replication in its leading proxy (precious metals miners) – just as the other lagging sectors look…
Thursday, May 12, 2016 The Next Market to Break Might Not be Stocks After watching some markets develop over the past week, we thought it warranted a few thoughts on a possible outlier outcome in Treasuries over the next several…
Wednesday, March 1, 2017 The Next Market To Break *Should* Be Stocks It was the summer of 1987 and despite some flirtation with teenage adolescence, we found ourselves on the weekends renting table space in large hotel conference rooms, selling…
Thursday, August 2, 2018 The Long Goodbye From Cape May to Cooperstown, we’ve been shepherding our boys of summer as they play through the sunset season of their final little league adventure. Following Labor Day, we’ll get back to our more comprehensive…
Wednesday, December 19, 2018 the Jelly of the Month Club “Clark, that’s the gift that keeps on giving the whole year. That it is Edward, indeed.” Nothing reveals the tin can truthiness of finance quite like the year-end note. Considering…
Friday, December 21, 2012 The Last To Know Call me crazy, but I continue to work from the perspective that the market’s have typically performed the calculus on something as protracted as the political wrangling around the Fiscal Cliff –…
Friday, April 25, 2014 The Hand of the Fed While we understand the reticence by some of looking for guidance at a monetary policy regime of yesteryear and near the birth of the Bretton Woods System, we see more parallels…
Monday, December 2, 2013 The House Always Wins We’ve held on to a few seemingly discordant ideas as the market has made its way above the Meridian and our demarkation of what’s considered rational market performance. As much as we can appreciate…