For 4 months we saw Treasuries trade in the tight range of 1.8% to 2.1% in the 10Y. For 4 months we had glorious non farm employment numbers and rosy economic data that… Continue reading →

  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 →