A Closer Look at the Japanese Yen My feeling is that it is now time for the yen to take a breather, and I have accordingly flattened out my yen exposures
Positioning for a Long-Term Cycle of Increased Risks This volatility won’t only play out in the US markets, but the impact will be global
A Closer Look at Gold, Silver, and Bitcoin Let’s review what these markets have been doing where they are going
My Perspective on the Markets Following the Election Let’s focus on ways to make some money through some clever investment strategies
Revisiting My Recent Market Forecasts Let's go through an update of some of my recent forecasts and how my views have changed
Irrational Market Behavior and Overblown Reactions The impact of the yield differentials, or the trade deficits, or any other dominant theme, tends to lead to dramatically overblown market reactions.
Irregular Patterns and Price Action in the Markets One could have reasonably expected stocks to fall with interest rates screaming higher, but this has not happened. Why? What is driving this behavior?