Category Archive: Op-Eds

Ad Hoc Commentary – Russia vs Saudi Arabia pipeline wars

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“…Russia can use her gas weapon with impunity when the Chinese start buying in 2018. Today, Russia can only use her gas weapon for short periods before she starve herself of precious foreign… Continue reading

China Focus : Watch Out

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If anyone was watching screens on Friday evening, it was Dialastrategist, who alerted me to the sudden spike in the USDCNH. Conspiracy theories abound with this spike coming just shortly before the 2%… Continue reading

Ad Hoc Commentary – Greece falls to Russia?

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Last year we asked: “Is history repeating itself again now with the Greeks giving France and Germany the Trojan horse of sovereign debt crisis?” https://tradehaven.net/market/ad-hoc-commentary-the-wooden-horse-year-greeks-gave-franco-german-a-wooden-trojan-horse/   It seems that Greece surpassed expectations. What… Continue reading

Ad Hoc Commentary – Middle East crisis will likely get much worse

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We had mentioned before that the world is playing Romance of Three Kingdoms: “…What we are seeing today is a typical script from the Romance of Three Kingdoms. The contemporary kingdoms are America,… Continue reading

Ad Hoc Commentary – the ECB QE will probably lead to more deflation

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Since ECB will announce QE for the Eurozone today, it is a good time to review Irving Fisher’s MV=PQ equation: “…The equation that matters most in QE is Irving Fisher’s MV = PQ.… Continue reading

Ad Hoc Commentary – tax for war-on-inequality or war-in-Middle-East?

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“…President Barack Obama tonight will declare the U.S. economy healed and say it’s now time to close the gap between the wealthiest Americans and the rest of the country…””…Last week, in a meeting… Continue reading

Ad Hoc Commentary – EURCHF madness

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Just exactly about six months ago, yours truly attended a course and there was someone from the Swiss National Bank (SNB) there. Over lunch, yours truly asked what they are going to do… Continue reading

Ad Hoc Commentary – the Paris 'Lovejoy' march

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“…At least 3.7 million people, including world leaders, marched in anti-terrorism rallies in Paris and elsewhere in France on Sunday, French officials said, calling the massive gathering in the nation’s capital the largest… Continue reading

Ad Hoc Commentary – Hong Kong Feng Shui masters did very well in 2014

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Yours truly is a junkie for market outlooks. This year is no different and yours truly had been enjoying reading predictions from everywhere – as always there seems to be more predictions than… Continue reading

Equity Tuesday : ‘Twas The Eve Of The Eve of Xmas And We’re Already High

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The astounding rebounds we have seen in the past week has been nothing but breathtaking and all the bulls are out in force in the streets with proclamations like the one below. “stocks… Continue reading