Market Internals: A Look Beneath The Surface
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
The Chinese Slowdown
NOTE: Every week or two I wrote a Client Note for my clients. I post the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the Client Notes at the same…
Top Gun FP Client Note: Commodity Crack-Up May Signal Start Of Larger Correction
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
Top Gun FP Client Note: The Limits Of A Commodity Led Stock Market
NOTE: Every week or two I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive it at the same time as my clients. You can sign up at the top…
An Emerging Bubble In Farm Land
It’s getting scary. – Mike Green, Real Estate Auctioneer who auctions farms in Iowa Source: “In Price of Farmland, Echoes Of Another Boom”, The New York Times, March 4, B1. Prediction: Crop prices will fall and interest rates rise causing…
Top Gun FP Client Note: Why Simmering Inflation Is Poised To Knock This Market Down
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right hand corner of the website. …
Independent: Middle East In Talks With China, Russia To End Dollar Dealing For Oil
In the most profound financial change in recent Middle East history, Gulf Arabs are planning – along with China, Russia, Japan and France – to end dollar dealings for oil, moving instead to a basket of currencies including the Japanese…
Is The Commodity Rally A Head Fake?
China’s strategic stockpiling and replacement of lower-quality domestic production with higher-quality imports have supported the recent rally in prices for many base metals, but we will not see a sustainable turnaround in demand until the major economies of the U.S.,…
NYT: China Grows More Picky About Debt
China bought less than a sixth of the Treasuries issued in the 12 months through March. Less than two years ago, by contrast, Chinese purchases of Treasuries, which included purchases in the secondary market as well as newly issued securities,…
Dollar Selloff Is Risk To Stock Market
The dollar continues to tank and commodities continue to rally in the wake of yesteday’s Fed announcement: The euro is up another 2 cents versus the dollar to $1.37 – after rallying 4 cents yesterday after the Fed announcement. Oil…