Crouching Tiger, Hidden Inflation Dragon
It’s finally spring time in Scandinavia and the sun is shining (occasionally) again. Our longs in AUD/NZD have been catapulted…
It’s finally spring time in Scandinavia and the sun is…
Gold back as Fear Hedge?
Gold has been popping higher over past days. The recent bounce on the longer-term trend and the 100-day average has…
Gold has been popping higher over past days. The recent…
Chinese Investors going “All in”?
Below are a few rather astonishing charts on the great Chinese bull. Private fund managers are boosting equity holdings as…
Below are a few rather astonishing charts on the great…
Did Aramco Sell the Oil Highs?
Black gold, oil, has been on fire this year. It is the best asset YTD and has managed attracting a…
Black gold, oil, has been on fire this year. It…
Slow Grind Higher…But
Having a huge “tactical” view on markets here is very hard. US indices have continued moving within the trend channels…
Having a huge “tactical” view on markets here is very…
Experience Is The Only Cure
Written by Lance Roberts | Apr, 6, 2019 Market Review – The Run For The Highs ContinuesExperience Is The Only…
Written by Lance Roberts | Apr, 6, 2019 Market Review…
Emerging Markets FX Refuses Buying “This”
We are seeing some “light” moves higher in equity volatility today. For now, it is nothing major, and most part…
We are seeing some “light” moves higher in equity volatility…
Be Rational!
NASDAQ futures closed at the highest levels since the October sell of started. NASDAQ is +20% year to date. The…
NASDAQ futures closed at the highest levels since the October…
Can you afford not to buy cheap hedges?
Global volatility indices continue the “great” implosion. VIX, the official fear index, continues lower today again. The VIX trades around…
Global volatility indices continue the “great” implosion. VIX, the official…
Green shoots: to grow, to wilt, or to get stomped?
• Green shoots in East Asia• S&P500 estimates consistent with V-shaped profit recovery• Will China M1 growth boost green shoots…
• Green shoots in East Asia• S&P500 estimates consistent with…
Squeeze Ebbing Out?
We have been writing about the potential short squeeze in Germany’s DAX and related names over past days. DAX went…
We have been writing about the potential short squeeze in…
How Macro Trends Shape the Market’s Future
It’s hard to say for certain what the future holds. Without the luxury of a crystal ball, investors must find…
It’s hard to say for certain what the future holds.…