Bullish or Bearish?
For some longer-term perspective, bulls and bears since 1926. Source: First Trust Advisors
For some longer-term perspective, bulls and bears since 1926. Source:…
VIX Vixxed
VIX is currently trading at the lowest levels since early October. The entire panic move in VIX has now all…
VIX is currently trading at the lowest levels since early…
Buy, Wait for Pullback or Short?
Practically all indices are back to early December levels. If you fell asleep in late November and woke up now,…
Practically all indices are back to early December levels. If…
FXI as Global Macro Hedge
The number one Chinese ETF, FXI US, has been performing well since January lows. We have been outlining our bullish…
The number one Chinese ETF, FXI US, has been performing…
Hedge Fear with VIX not Gold
Gold has been one of the best performing assets since the October sell off in equities. The trend channel since…
Gold has been one of the best performing assets since…
What is VIX Pricing (here)?
What is volatility currently “pricing”? Many speak about the fear index, the mighty VIX, but few understand what volatility truly…
What is volatility currently “pricing”? Many speak about the fear…
Messy Job Report
A lot of people are busy discussing the implications of the “messy” jobs report, but the spread between the April…
A lot of people are busy discussing the implications of…
Waiting for the Contrarian Call as Credit Implodes
In mid-December we received a call from one of the sales equity guys at a major investment bank we speak…
In mid-December we received a call from one of the…
Do You Buy It Here or Do You Sell It Here?
Presented without comments. Source; chart by Bloomberg
Presented without comments. Source; chart by Bloomberg
The Yen Ain’t buying It
The recent euphoria was never acknowledged by the JPY. Why do we watch the JPY? When the JPY weakens, the…
The recent euphoria was never acknowledged by the JPY. Why…
Remember Imploding Italy?
We showed the Italian lost decade earlier this week. Investors are picking up on the bad Italian economy today, sending…
We showed the Italian lost decade earlier this week. Investors…
Powell for President?
What a great success seeing the Dow surge post Fed yesterday. As we all know, last time Trump tweeted the…
What a great success seeing the Dow surge post Fed…