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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?