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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…
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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,…
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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…
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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.…
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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'…
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Oil Is Well
Reuters reported today that the major US oil and gas producers spent more on payouts to shareholders last year than…
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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…
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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…
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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…
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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…
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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…
