Each April harkens back the final days of Bear Sterns back in 2008 when the company finally crumbled and succumbed to a forced sale, negotiated by the Federal Reserve, to JP Morgan at… Continue reading
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
Taken from CNN http://money.cnn.com/data/fear-and-greed/ And we are in pretty Extreme Fear zone now. Wow. If this is Extreme Fear, then I guess we cannot get worse and the stock market will be rallying… Continue reading
Like I said early last month, no one knew why the “USD is taking a beating and the big mystery of the year is that no one knows for certainty who is doing… Continue reading
Actually, it’s been IDR for 2014 after Gold and Silver, of course. There’s a flock of black swans coming at us now and luckily, the positioning is at the lightest. CHF hit a… Continue reading
If you are feeling confused, lost, disoriented, bewildered, fatigued and the like, rest assured that you are not alone. It is real and happening. The markets are muddled. If you are feeling comfortable… Continue reading
It’s been a while since I pulled out those correlation tables and I was in a for an expected surprise. Yes. The correlations have broken down. The big basket-happy family trades have started… Continue reading