Some observations and thoughts. Forex Performance Over 2 Years vs USD. Stock Markets Performance Over 2 Years. Indonesia, Malaysia, Philippines and Thailand DO STAND OUT as EM stars ! The BRICs, on… Continue reading
Source : blog.timesunion.com You can see George Washington in a nugget and own it for GDP 5,000. When my grandfather was in college, he was given a scholarship of a 30 dollars a… Continue reading
Lets not freeze on our tracks right now. I admit I am in the midst of writing 3 separate pieces on the following. Long term allocation money to beat the massive… Continue reading
Questions : 1. The Next 5% Equity Move is Up or Down ? 2. The Next 10 bp in UST is Up or Down ? 3. The Next Move in Crude is Up… Continue reading
This is coming from someone who cut loss EUR/USD at 1.19 in 2010 and who cut loss on EUR/USD at 1.49 last year. I am a terrible EUR/USD trader by my own… Continue reading
Yes. It’s the largest in 5 years, since the last one erupted into Bear Sterns and then Lehman Brothers. NASA says it could give us “a bit of a jolt” but it is… Continue reading
For all my raves and rants in the past 2 weeks about the devaluation of money and the G3 +Chinaprinting presses. I just realised I am long cash ! Current investments : 1.… Continue reading
Have we gotten used to the word billions as we will get soon get used to the word trillions ? Central banks’ balance sheets have reached a combined $8.76 trillion now compared to… Continue reading
This is the year of the trader. It is time to make a call. The hunky dory days of the past 2 years with QE1 and QE2, not the Queen of England Jubilee… Continue reading
This is a scary correlation chart. Using Bloomberg data, 1 for most correlated and -1 for most -ve correlation, the 2 tables show how much correlations have grown in the past year as… Continue reading