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Thursday, December 4, 2014 the Delta blues – Side I With consumer confidence at its highest level since before the Great Recession and with unemployment below 6% for the first time since 2008, you might expect a more ebullient characterization…
Monday, July 22, 2013 A Crossover to “Value” After going on sale for a third and final time at the end of June, the precious metals miners appear to be making a major crossover today, both the literal and figurative…
Sunday, June 30, 2013 The Case for Buying Precious Metals In a financial era defined by a more visible hand of the central banks, asset classes are bouncing with great frequency between the emotional poles of euphoria and gloom. As our…
Monday, November 17, 2014 The Commodity Supercycle Ain’t Over – Yet As surprising as it might sound today, we believe the secular trend for commodities has higher elevations to travel, before eventually running its course – possibly as far out…
Monday, July 24, 2017 The Breakdown Before the Breakthrough Since our last note (see Here), the US dollar index has made its way down to the lows of last summer, currently hovering just above the Brexit upside pivot from June…
Saturday, March 2, 2013 The Cascades Picking up where we left off on Tuesday, the powerful kinetic feedback loop that began in the currency markets – appears to be gaining the critical mass needed to take a few assets over…
Sunday, September 7, 2014 Tepper Calls an Audible We’ve made the case before (see Here) that for all the pomp and circumstance, Fed policy over the last three decades has done very little to deviate yields from what became a…
Thursday, September 12, 2013 Terra Firma Back in the beginning of summer (see Here) we speculated that the sentiment scales had tipped in favor of taking up a contrarian position and perspective on China – and saw the potential for…
Wednesday, February 29, 2012 the Terrarium Is there a better environment then a global credit crisis to replicate the arc of emotions and reflexes in the markets as credit is squeezed from one corner of the globe to the next?…
Wednesday, March 5, 2014 The 46′ Parallel With the debate continuing on whether the domestic equity markets are stretched at another historic extreme, we thought we would take a variant look at the fundamental metric many have voiced their opinion…