So I feel validated, folks. Regular readers know that I have been covering Japan, and what I believe is a great opportunity for investors. Yes you heard that right….
economics
Stock markets continue to frustrate the bears, and from a technical perspective, things look very bullish. Let’s start with the major fundamental reason. The Federal Reserve and Interest Rates….
The US stock markets are still digesting that non-farm payrolls employment blowout data from Friday which indicated a strong labour market. The Fed has been saying that the labour…
US GDP fell 0.9% in the second quarter. This is the second straight GDP decline in a row and officially meets the definition of a recession. Gross domestic product…
Have US stock markets bottomed? From a technical analysis perspective: yes, there is a very good chance they have. From a fundamental perspective: it gets complicated. If we consider…
The currency markets have been wild in recent months. Many know about the epic moves in the Turkish Lira and the Russian Ruble. However, even ‘strong’ western currencies have…
This article might seem a bit contrarian at first. I am making the case that the Bank of Japan (BoJ) is the most important central bank to watch, and…
Exactly one week ago, I wrote about the yield curve and what I was seeing. Lots of inversions on the long end. Inversions in the 20 and the 30,…
Most people do not think twice, or sometimes even once, about things I find deeply humiliating. Off the top of my head: Anyone who uses the term “girl boss”…
Follow the money. We have all heard that term. Look at what people or institutions are doing rather than saying. When it comes to the Bank of Canada, I…