Decoding the Current Market Paradox and What This Means for Gold
Clearly, the current situation is rare in every regard, and we need to examine it more closely in order to figure out the true macro conditions in the market today.
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Surprising Correlations Show Speculative Forces Ruling the Markets
The price patterns are shockingly similar. Clearly, we have some massive speculative forces ruling the markets right now.
The Power of Trend-Following Alongside Discretionary Trading
This is a short update as I wanted to explain a bit more about my trend following strategy.
Is the Market Ready to Return to Some Sense of Rationality?
The market is now nearly ready to return to some sense of rationality. It will be ugly, but sadly, it is inevitable.
Does This Pattern Suggest a Sharp Correction in Stocks?
Some of the current valuations also remind me of the dot-com bubble in 2000. Markets always seek balance, so parabolic rises are nearly always reversed quite dramatically.
These Huge Market Distortions Indicate Vulnerabilities (and Opportunities)
The last time we had a divergence this pronounced was in 2000, right before the Nasdaq dropped 83% from its highs.
29 January 2024 - Thoughts on the Market
Today is a bit unusual since it has been one of the few days this year when the New York market has actually been pushing dollar yen lower.