paid
Is It Too Late To Panic?
Since the December 5 QuickTakes titled "Contrarian Indicators Showing Too Many Bulls," we've been warning that…
Dollar
12 posts
paid
paid
Trump 2.0 Supercharges Our Stay Home Investment Strategy
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the…
paid
Risk & Reward In Emerging Markets
The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
paid
Reports of Dollar's Demise Are Greatly Exaggerated
The strength of the US dollar has been a key feature of the post-pandemic bull market. Approaching Jackson Hole, the…
public
Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
paid
Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
paid
Oil Is Well
Reuters reported today that the major US oil and gas producers spent more on payouts to shareholders last year than…
paid
Foreigners Buying Lots of US Bonds
Foreigners purchased a record $1.6 trillion in US securities over the 12 months through December (chart). That's…
public
Why Is Gold Shining Again?
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
public
Foreigners Still Piling Into US Dollar & Bonds
The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI…
paid
The Dollar, Commodities, Bonds & Stocks
What's weighing on the price of oil? We are watching the age-old adage at work: The best cure…
paid
Stay Home vs. Go Global
The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the…
