Tag Archive: INFLATION EXPECTATIONS

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Fx Thoughts : Gold, Bitcoins And The Mighty Dollar – Animal Spirits Forever !

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I read an interesting UBS report on why Gold is coiled to spring higher from here. Using their in house model on the probability that the Fed would reflate in 6-12 months that… Continue reading →

Blame The Weather, Then Blame The War – Lower Expectations, Higher S&P 500

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The world has caught on the game and even central banks are long equities. Life is all about expectations and meeting them. When your expectations are low, you will always be happy and… Continue reading →