Month: December 2015

A Non-Consensus Case to Be Long on Both the US Dollar and Fixed Income

Posted on December 17, 2015

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We Are All Just One Leveraged Small Cap…A Regime Matrix for Tomorrow’s FOMC Meeting

Posted on December 15, 2015

You Are Kidding Yourselves If You Think There is a Buying Opportunity in Risk Today

Posted on December 14, 2015

Rounding Out Our FOMC Preview… Poster Child for Volatility in Emerging Markets Takes Another Leg Higher

Posted on December 10, 2015

Chinese Yuan, Crude Oil, US Credit, and Swiss Franc the Assets in Focus Today

Posted on December 9, 2015

Deflationary Impulse Spreading Beyond Inflation Levered Plays…Top 10 SPX Stocks on Alert

Posted on December 8, 2015

Crude Oil, China and Federal Reserve Say that Deflation Is the Overnight Common Denominator

Posted on December 7, 2015

No Question a Clearing Process is Now Underway…Tomorrow Will Tell Us Whether It Accelerates

Posted on December 3, 2015

A Thorn in Everyone’s Side That is Not Being Openly Discussed…The Risk is That Changes Soon

Posted on December 2, 2015

Spend a Few Minutes Today Looking at What Others Are Not…Saudi’s Can Have Their Cake & Eat It Too

Posted on December 1, 2015

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