Once again we’ve got toppy markets that are not supported by fundamentals other than large scale central bank stimulus. Of course, that very large scale stimulus has been all that’s needed to keep… Continue reading
7 Answers To The Biggest Investor Question At The Start Of 2013 Most key gauges of risk assets, like the S&P 500 or other major global stock indexes, are near decade highs. Thanks… Continue reading
In sum, even normally market moving events like US monthly jobs and Q4 2012 earnings continue to be drowned out by headlines related to the latest new stimulus or austerity related headlines, whether… Continue reading
The picture for this week is frankly unclear, so we’ll keep it short Fundamental Risk assets remain in their fiscal cliff relief rally, and that overall risk-on sentiment is lifting the EURUSD. The… Continue reading
EU Crisis Reminder: Why It Isn’t Getting Better, Implications for Stocks, Gold, the EURUSD and Other Currency Pairs and Asset Classes, and What To Do While doing research for our recent 4 part… Continue reading
Short Version: Bearish Fundamentals, Mixed Technical Picture It’s hard enough anticipating the pair’s moves for the coming week, never mind the coming year. Despite the risk of looking silly in hindsight,… Continue reading
Part 1 of a 4 Part Series: The Key Bearish, Bullish Market Movers, Top Risks And Questions, Conclusions, And What To Do, Summarized, With Links To Details Having reviewed the 2013… Continue reading
Part 2 of a 4 Part Series: The Key Bearish, Bullish Market Movers, Top Risks And Questions, Conclusions, And What To Do We’ll start with the likely bearish market movers, because the… Continue reading
Part 3 of a 4 Part Series: The Key Bearish, Bullish Market Movers, Top Risks And Questions, Conclusions, And What To Do Despite all of the negatives covered in Part 2, asset prices… Continue reading
Part 4 of a 4 Part Series: The Key Bearish, Bullish Market Movers, Top Risks And Questions, Conclusions, And What To Do So here’s what we’ve got after Part 1, Part 2, and… Continue reading
