Category: Trading Ideas

This WILL Happen!

All pegs break! Capital flows have shifted. They are heading from the periphery back to the core. It’s a rotten core but it’s the only core we have. That core for the time being is the greenback. It is happening in fits and starts but across almost every currency cross

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When Volatility and Debt Collide

A question to begin today’s discussion… Which is riskier: corporate or public debt? If I lend $1,000 to my neighbour and take his bicycle worth $1,000 as collateral, which is what pawn brokers do, I have a quantifiable risk. I also have collateral which I can trust. I can see, feel

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A Stealth Bull Market Developing in Gold

There is a bull market developing in gold and few are aware of it. Given the seemingly endless urge to “stimulate” economies by central banks through quantitative easing (money printing), such as the ECB, BOE, & BOJ, it isn’t difficult to imagine that gold’s rally in multi-currency terms is still

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2014 in the Rear-View Mirror

Each year we have made a habit of taking a look back at what we’ve prognosticated “may” occur during the year and holding the mirror up. Given that we’re at year end 2014, it’s that time again! Sometimes this is a painful exercise, as it’s a clear reminder of how

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