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The Currency Moves I’m Paying Close Attention To

We now have extreme divergences in economic performance among the various major economies

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?

A Closer Look at the Fed's 'Soft Landing'

As we move into the final countdown to the US elections, I wanted to address the heavily touted concept of our economy having a so-called soft landing.

Markets at a Crossroads: Inflation, Employment Data, and Geopolitical Risks

The Fed’s battle with inflation is far from over, and yielding to political pressure will come back to bite them

What Are the Markets Telling Us Right Now?

The market’s reaction to the Fed’s giant rate cut has been strange.

How Will the Markets Respond to the Fed's 50 Basis Point Cut?

The market’s reaction was fascinating. Bonds told a very different story to stocks and the dollar

The Myth of the U.S. Economic Soft Landing

Don’t accept the nonsense about our rosy economy due to the soft landing the Fed has engineered

Where Are the Markets Heading Long-Term?

We are dangerously close to a tipping point. We don’t need a specific catalyst, just the straw that breaks the camel's back.